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 | $308,352 | $115,810+166.3% | $101,271+204.5% | $158,966+94.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.38% | 56.15%-42.8pp | 46.48%-33.1pp | 302.95%-289.6pp |
| Employer contribution / active EE | $18,828 | $4,175+350.9% | $3,660+414.4% | $4,762+295.3% |
| Participant deferral / active EE | $7,482 | $4,958+50.9% | $4,371+71.2% | $5,983+25.0% |
| Admin fee / account holder | $20,107 | $7,248+177.4% | $5,948+238.1% | $11,250+78.7% |