Filed September 11, 2023 (most recent of 3 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,127 | $103,008+112.7% | $90,304+142.7% | $152,897+43.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.66% | 95.22%-67.6pp | 78.13%-50.5pp | 345.43%-317.8pp |
| Employer contribution / active EE | $11,412 | $3,139+263.5% | $2,855+299.7% | $4,764+139.6% |
| Participant deferral / active EE | $7,506 | $4,281+75.3% | $3,885+93.2% | $5,851+28.3% |
| Admin fee / account holder | $646 | $6,175-89.5% | $5,354-87.9% | $11,599-94.4% |