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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,780 | $100,911+197.1% | $90,440+231.5% | $158,966+88.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.35% | 1726.62%-1701.3pp | 1294.38%-1269.0pp | 302.95%-277.6pp |
| Employer contribution / active EE | $11,931 | $3,690+223.3% | $3,263+265.7% | $4,762+150.5% |
| Participant deferral / active EE | $8,229 | $4,348+89.2% | $3,964+107.6% | $5,983+37.5% |
| Admin fee / account holder | $1,752 | $6,507-73.1% | $5,615-68.8% | $11,250-84.4% |