Filed December 20, 2024 (most recent of 3 filings on file)
Total covered: 3 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 | $280,419 | $102,385+173.9% | $147,080+90.7% | $80,935+246.5% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.81% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $7,491 | $3,717+101.5% | $4,933+51.8% | $2,757+171.7% |
| Participant deferral / active EE | $16,504 | $6,651+148.1% | $8,066+104.6% | $4,299+283.9% |
| Admin fee / account holder | $12,414 | $7,951+56.1% | $12,989-4.4% | $6,924+79.3% |