Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 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 | $161,915 | $48,078+236.8% | $78,676+105.8% | $62,881+157.5% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.6pp | 69.3%+27.9pp |
| Annual return | 6.78% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $12,310 | $2,015+511.1% | $2,850+331.9% | $2,281+439.7% |
| Participant deferral / active EE | $6,657 | $2,587+157.3% | $3,517+89.3% | $3,203+107.8% |
| Admin fee / account holder | $25,726 | $3,206+702.5% | $4,510+470.4% | $4,296+498.9% |