Filed November 12, 2024 (most recent of 2 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 | $123,620 | $91,536+35.1% | $130,062-5.0% | $75,177+64.4% |
| Participation rate | 97.7% | 71.5%+26.3pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 13.24% | -631.62%+644.9pp | -137.37%+150.6pp | 160.75%-147.5pp |
| Employer contribution / active EE | $1,972 | $2,845-30.7% | $4,322-54.4% | $2,671-26.2% |
| Participant deferral / active EE | $6,929 | $4,343+59.5% | $5,821+19.0% | $4,126+67.9% |
| Admin fee / account holder | $1,213 | $6,780-82.1% | $10,601-88.6% | $5,651-78.5% |