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 | $393,102 | $96,123+309.0% | $77,361+408.1% | $198,609+97.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 18.81% | 2054.81%-2036.0pp | 1011.54%-992.7pp | 202.70%-183.9pp |
| Employer contribution / active EE | $12,938 | $3,791+241.3% | $2,990+332.7% | $5,055+155.9% |
| Participant deferral / active EE | $9,278 | $4,975+86.5% | $3,911+137.2% | $6,977+33.0% |
| Admin fee / account holder | $9,520 | $9,471+0.5% | $5,894+61.5% | $19,030-50.0% |