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 | $102,422+173.8% | $147,117+90.6% | $80,959+246.4% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.81% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $7,491 | $3,717+101.5% | $4,932+51.9% | $2,757+171.7% |
| Participant deferral / active EE | $16,504 | $6,652+148.1% | $8,065+104.6% | $4,300+283.8% |
| Admin fee / account holder | $12,414 | $7,953+56.1% | $12,993-4.5% | $6,925+79.3% |