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 | $413,017 | $106,247+288.7% | $96,515+327.9% | $139,466+196.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.22% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $3,888 | $4,106-5.3% | $3,740+4.0% | $4,754-18.2% |
| Participant deferral / active EE | $7,750 | $5,456+42.1% | $4,880+58.8% | $6,712+15.5% |
| Admin fee / account holder | $175,802 | $7,885+2129.6% | $6,735+2510.1% | $11,409+1440.9% |