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 | $346,250 | $102,595+237.5% | $94,057+268.1% | $154,746+123.8% |
| Participation rate | 95.8% | 76.0%+19.8pp | 73.3%+22.5pp | 80.7%+15.1pp |
| Annual return | 15.86% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $18,707 | $3,147+494.4% | $2,933+537.8% | $4,379+327.2% |
| Participant deferral / active EE | $18,707 | $5,118+265.5% | $4,709+297.2% | $6,730+178.0% |
| Admin fee / account holder | $12,119 | $7,736+56.7% | $7,244+67.3% | $14,365-15.6% |