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 | $188,523 | $53,127+254.9% | $86,587+117.7% | $70,131+168.8% |
| Participation rate | 98.6% | 65.3%+33.3pp | 73.5%+25.1pp | 69.5%+29.1pp |
| Annual return | 15.89% | 27.66%-11.8pp | 964.86%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $12,265 | $2,068+493.0% | $2,839+332.0% | $2,342+423.6% |
| Participant deferral / active EE | $6,830 | $2,696+153.3% | $3,609+89.3% | $3,332+105.0% |
| Admin fee / account holder | $10,265 | $3,585+186.3% | $4,906+109.2% | $4,645+121.0% |