Filed February 27, 2023 (most recent of 5 filings on file)
Total covered: 4 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 | $465,419 | $116,462+299.6% | $85,826+442.3% | $116,462+299.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 72.9%+27.1pp | 74.7%+25.3pp |
| Annual return | 17.33% | 15.65%+1.7pp | -10.29%+27.6pp | 15.65%+1.7pp |
| Employer contribution / active EE | $13,519 | $3,231+318.4% | $6,831+97.9% | $3,231+318.4% |
| Participant deferral / active EE | $10,425 | $3,836+171.7% | $3,752+177.9% | $3,836+171.7% |
| Admin fee / account holder | $377 | $12,754-97.0% | $4,820-92.2% | $12,754-97.0% |