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 | $49,239+418.9% | $70,462+262.6% | $79,858+219.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.00% | 30.08%-17.1pp | 109.08%-96.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $15,910 | $2,100+657.6% | $2,737+481.2% | $2,471+543.9% |
| Participant deferral / active EE | $7,483 | $2,769+170.2% | $3,710+101.7% | $3,740+100.1% |
| Admin fee / account holder | $4,076 | $2,876+41.7% | $3,845+6.0% | $5,306-23.2% |