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 | $157,829+186.3% | $136,867+230.1% | $198,609+127.5% |
| Participation rate | 94.7% | 77.2%+17.6pp | 74.5%+20.2pp | 82.4%+12.4pp |
| Annual return | 20.10% | 51.25%-31.1pp | 42.97%-22.9pp | 202.70%-182.6pp |
| Employer contribution / active EE | $10,969 | $3,923+179.6% | $3,547+209.3% | $5,055+117.0% |
| Participant deferral / active EE | $15,779 | $5,463+188.8% | $4,924+220.5% | $6,977+126.2% |
| Admin fee / account holder | $10,887 | $11,107-2.0% | $10,340+5.3% | $19,030-42.8% |