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 | $102,595+340.4% | $94,057+380.4% | $154,746+192.0% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 80.7%+14.0pp |
| Annual return | 20.10% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $10,969 | $3,147+248.5% | $2,933+274.0% | $4,379+150.5% |
| Participant deferral / active EE | $15,779 | $5,118+208.3% | $4,709+235.1% | $6,730+134.4% |
| Admin fee / account holder | $10,887 | $7,736+40.7% | $7,244+50.3% | $14,365-24.2% |