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 | $129,737+102.8% | $119,126+120.9% | $154,746+70.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.27% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $42,234 | $4,375+865.4% | $4,034+947.1% | $4,379+864.4% |
| Participant deferral / active EE | $9,223 | $5,842+57.9% | $5,318+73.4% | $6,730+37.0% |
| Admin fee / account holder | $1,715 | $11,961-85.7% | $10,693-84.0% | $14,365-88.1% |