Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,550 | $89,367+285.5% | $141,191+144.0% | $72,975+372.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.48% | 111.87%-91.4pp | 71.41%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $6,205 | $3,115+99.2% | $4,736+31.0% | $2,440+154.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,748 | $5,957+231.5% | $10,264+92.4% | $5,124+285.4% |