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 | $303,892 | $107,363+183.1% | $92,909+227.1% | $152,897+98.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.53% | 145.63%-127.1pp | 109.44%-90.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $18,601 | $4,222+340.6% | $3,653+409.2% | $4,764+290.5% |
| Participant deferral / active EE | $3,143 | $4,848-35.2% | $4,238-25.8% | $5,851-46.3% |
| Admin fee / account holder | $4,722 | $7,082-33.3% | $5,795-18.5% | $11,599-59.3% |