Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 7 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 | $378,914 | $138,385+173.8% | $184,243+105.7% | $80,925+368.2% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 14.07% | 20.02%-6.0pp | 28.82%-14.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $5,814 | $4,851+19.9% | $6,427-9.5% | $2,756+111.0% |
| Participant deferral / active EE | $12,628 | $7,075+78.5% | $9,132+38.3% | $4,299+193.8% |
| Admin fee / account holder | $15,538 | $10,489+48.1% | $13,914+11.7% | $6,940+123.9% |