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 | $268,872 | $96,691+178.1% | $86,656+210.3% | $139,487+92.8% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 14.20% | 106.87%-92.7pp | 593.09%-578.9pp | 373.84%-359.6pp |
| Employer contribution / active EE | $8,747 | $3,267+167.7% | $3,025+189.1% | $4,755+84.0% |
| Participant deferral / active EE | $13,284 | $4,838+174.6% | $4,439+199.2% | $6,713+97.9% |
| Admin fee / account holder | $1,239 | $6,414-80.7% | $5,619-77.9% | $11,407-89.1% |