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 | $100,895+125.2% | $90,430+151.3% | $158,950+43.0% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 8.96% | 1725.54%-1716.6pp | 1293.73%-1284.8pp | 302.91%-293.9pp |
| Employer contribution / active EE | $13,155 | $3,689+256.6% | $3,262+303.3% | $4,762+176.3% |
| Participant deferral / active EE | $13,155 | $4,347+202.6% | $3,963+232.0% | $5,983+119.9% |
| Admin fee / account holder | $15,052 | $6,505+131.4% | $5,613+168.1% | $11,248+33.8% |