Filed March 18, 2024
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,127 | $103,038+88.4% | $90,324+114.9% | $152,909+27.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.73% | 95.25%-79.5pp | 78.15%-62.4pp | 345.46%-329.7pp |
| Employer contribution / active EE | $11,566 | $3,141+268.3% | $2,856+305.0% | $4,764+142.8% |
| Participant deferral / active EE | $11,566 | $4,282+170.1% | $3,885+197.7% | $5,851+97.7% |
| Admin fee / account holder | $1,054 | $6,177-82.9% | $5,356-80.3% | $11,601-90.9% |