Filed June 22, 2023 (most recent of 3 filings on file)
Total covered: 14 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 | $263,152 | $111,535+135.9% | $105,223+150.1% | $137,256+91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.27% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $42,234 | $3,939+972.1% | $3,689+1045.0% | $4,156+916.2% |
| Participant deferral / active EE | $9,223 | $5,500+67.7% | $5,072+81.9% | $6,407+44.0% |
| Admin fee / account holder | $1,715 | $9,721-82.4% | $8,859-80.6% | $12,270-86.0% |