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 | $309,868 | $109,905+181.9% | $98,506+214.6% | $167,553+84.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 73.3%+9.0pp | 82.1%+0.2pp |
| Annual return | 21.54% | 1960.20%-1938.7pp | 1494.92%-1473.4pp | 478.89%-457.3pp |
| Employer contribution / active EE | $8,236 | $3,226+155.3% | $2,961+178.1% | $4,840+70.2% |
| Participant deferral / active EE | $12,854 | $4,674+175.0% | $4,277+200.6% | $6,343+102.7% |
| Admin fee / account holder | $42,735 | $6,760+532.2% | $5,955+617.7% | $12,316+247.0% |