Filed July 19, 2024 (most recent of 3 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $142,972+82.8% | $214,702+21.7% | $86,983+200.4% |
| Participation rate | 98.7% | 84.9%+13.9pp | 87.5%+11.2pp | 69.5%+29.2pp |
| Annual return | 15.26% | 18.49%-3.2pp | 54.55%-39.3pp | 25.83%-10.6pp |
| Employer contribution / active EE | $16,840 | $4,635+263.3% | $6,461+160.7% | $2,584+551.6% |
| Participant deferral / active EE | $9,495 | $6,568+44.6% | $9,147+3.8% | $4,194+126.4% |
| Admin fee / account holder | $29,287 | $17,617+66.2% | $19,830+47.7% | $7,856+272.8% |