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 | $293,362 | $125,797+133.2% | $170,028+72.5% | $75,181+290.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.55% | 27.20%-10.7pp | 53.39%-36.8pp | 160.69%-144.1pp |
| Employer contribution / active EE | $4,713 | $4,616+2.1% | $6,788-30.6% | $2,671+76.5% |
| Participant deferral / active EE | $11,418 | $6,838+67.0% | $10,409+9.7% | $4,126+176.7% |
| Admin fee / account holder | $7,262 | $8,177-11.2% | $12,820-43.4% | $5,650+28.5% |