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 | $250,704 | $92,766+170.3% | $82,763+202.9% | $134,545+86.3% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -20.85% | 946.97%-967.8pp | 702.45%-723.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $9,320 | $3,273+184.8% | $3,008+209.8% | $4,742+96.6% |
| Participant deferral / active EE | $13,446 | $4,802+180.0% | $4,395+205.9% | $6,401+110.1% |
| Admin fee / account holder | $2,757 | $5,978-53.9% | $5,325-48.2% | $11,431-75.9% |