Filed November 27, 2024 (most recent of 2 filings on file)
Total covered: 9 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 | $36,030 | $140,592-74.4% | $123,105-70.7% | $125,389-71.3% |
| Participation rate | 95.8% | 88.2%+7.6pp | 86.8%+9.1pp | 83.2%+12.6pp |
| Annual return | 0.31% | 16.80%-16.5pp | 13.22%-12.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,647 | $6,041-72.7% | $5,151-68.0% | $4,866-66.2% |
| Participant deferral / active EE | $2,721 | $6,980-61.0% | $6,229-56.3% | $5,352-49.2% |
| Admin fee / account holder | $4,924 | $11,198-56.0% | $9,014-45.4% | $9,541-48.4% |