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 | $171,449 | $60,139+185.1% | $90,461+89.5% | $79,856+114.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.01% | 71.96%-59.9pp | 1294.76%-1282.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $14,435 | $2,069+597.8% | $3,264+342.3% | $2,471+484.1% |
| Participant deferral / active EE | $7,517 | $2,939+155.8% | $3,964+89.6% | $3,741+101.0% |
| Admin fee / account holder | $48,460 | $3,978+1118.1% | $5,617+762.8% | $5,306+813.2% |