Filed March 28, 2024 (most recent of 2 filings on file)
Total covered: 15 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 | $255,493 | $49,255+418.7% | $70,494+262.4% | $79,856+219.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.00% | 30.10%-17.1pp | 109.16%-96.2pp | 31.71%-18.7pp |
| Employer contribution / active EE | $15,910 | $2,100+657.6% | $2,738+481.0% | $2,471+543.8% |
| Participant deferral / active EE | $7,483 | $2,768+170.3% | $3,711+101.7% | $3,741+100.0% |
| Admin fee / account holder | $4,076 | $2,879+41.6% | $3,848+5.9% | $5,306-23.2% |