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 | $350,061 | $88,778+294.3% | $81,844+327.7% | $145,884+140.0% |
| Participation rate | 95.0% | 75.1%+19.9pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 25.70% | 1033.03%-1007.3pp | 778.87%-753.2pp | 551.85%-526.1pp |
| Employer contribution / active EE | $10,508 | $3,087+240.4% | $2,916+260.3% | $4,662+125.4% |
| Participant deferral / active EE | $16,109 | $4,648+246.6% | $4,323+272.6% | $6,690+140.8% |
| Admin fee / account holder | $11,613 | $8,430+37.8% | $7,355+57.9% | $13,392-13.3% |