Filed March 5, 2024 (most recent of 3 filings on file)
Total covered: 2 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 | $52,852 | $109,359-51.7% | $162,185-67.4% | $72,976-27.6% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.9pp |
| Annual return | 21.86% | 25.46%-3.6pp | 115.61%-93.8pp | 81.02%-59.2pp |
| Employer contribution / active EE | $2,965 | $3,907-24.1% | $5,613-47.2% | $2,440+21.5% |
| Participant deferral / active EE | $3,327 | $5,481-39.3% | $7,297-54.4% | $3,608-7.8% |
| Admin fee / account holder | $607 | $7,972-92.4% | $10,844-94.4% | $5,124-88.2% |