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 | $245,950 | $109,872+123.9% | $98,483+149.7% | $167,536+46.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.44% | 1959.31%-1946.9pp | 1494.38%-1481.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $11,704 | $3,225+262.9% | $2,961+295.3% | $4,839+141.9% |
| Participant deferral / active EE | $11,704 | $4,673+150.4% | $4,276+173.7% | $6,342+84.5% |
| Admin fee / account holder | $10,595 | $6,757+56.8% | $5,953+78.0% | $12,315-14.0% |