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 | $145,431+79.7% | $211,142+23.8% | $87,485+198.7% |
| Participation rate | 98.7% | 84.7%+14.0pp | 87.3%+11.4pp | 68.9%+29.8pp |
| Annual return | 15.26% | 27.21%-11.9pp | 46.84%-31.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $16,840 | $4,662+261.2% | $6,442+161.4% | $2,596+548.6% |
| Participant deferral / active EE | $9,495 | $6,859+38.4% | $9,284+2.3% | $4,274+122.2% |
| Admin fee / account holder | $29,287 | $17,052+71.8% | $19,076+53.5% | $7,775+276.7% |