Filed July 19, 2024 (most recent of 3 filings on file)
Total covered: 4 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 | $261,320 | $146,267+78.7% | $197,124+32.6% | $82,448+217.0% |
| Participation rate | 98.7% | 84.0%+14.7pp | 86.7%+12.0pp | 68.1%+30.6pp |
| Annual return | 15.26% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $16,840 | $4,723+256.5% | $6,227+170.4% | $2,551+560.1% |
| Participant deferral / active EE | $9,495 | $7,035+35.0% | $9,135+3.9% | $4,139+129.4% |
| Admin fee / account holder | $29,287 | $14,422+103.1% | $16,298+79.7% | $7,234+304.8% |