Filed December 21, 2023 (most recent of 2 filings on file)
Total covered: 20 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 | $451,842 | $72,071+526.9% | $68,368+560.9% | $137,256+229.2% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 20.10% | 353.14%-333.0pp | 292.57%-272.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $10,969 | $2,788+293.4% | $2,649+314.1% | $4,156+163.9% |
| Participant deferral / active EE | $15,779 | $4,410+257.8% | $4,123+282.7% | $6,407+146.3% |
| Admin fee / account holder | $10,887 | $5,336+104.0% | $5,150+111.4% | $12,270-11.3% |