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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,604 | $58,241+381.8% | $81,780+243.1% | $80,911+246.8% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.4%+19.9pp | 67.6%+24.7pp |
| Annual return | 11.36% | 41.73%-30.4pp | 776.27%-764.9pp | 35.63%-24.3pp |
| Employer contribution / active EE | $15,564 | $2,343+564.2% | $2,914+434.1% | $2,756+464.8% |
| Participant deferral / active EE | $16,753 | $3,283+410.4% | $4,321+287.7% | $4,297+289.9% |
| Admin fee / account holder | $937 | $4,973-81.2% | $7,384-87.3% | $6,935-86.5% |