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 | $196,179 | $65,434+199.8% | $98,483+99.2% | $85,847+128.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.37% | 21.75%-5.4pp | 1494.38%-1478.0pp | 318.61%-302.2pp |
| Employer contribution / active EE | $16,020 | $2,169+638.6% | $2,961+441.1% | $2,565+524.5% |
| Participant deferral / active EE | $9,672 | $3,168+205.3% | $4,276+126.2% | $3,952+144.7% |
| Admin fee / account holder | $16,133 | $4,595+251.1% | $5,953+171.0% | $6,261+157.7% |