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 | $227,223 | $100,938+125.1% | $90,461+151.2% | $158,982+42.9% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 8.96% | 1727.20%-1718.2pp | 1294.76%-1285.8pp | 302.99%-294.0pp |
| Employer contribution / active EE | $13,155 | $3,691+256.4% | $3,264+303.0% | $4,763+176.2% |
| Participant deferral / active EE | $13,155 | $4,350+202.4% | $3,964+231.8% | $5,983+119.9% |
| Admin fee / account holder | $15,052 | $6,510+131.2% | $5,617+168.0% | $11,252+33.8% |