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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,281 | $73,546+116.6% | $63,018+152.8% | $147,586+7.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.66% | 175.56%-161.9pp | 87.62%-74.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $9,617 | $3,324+189.3% | $2,761+248.4% | $4,876+97.2% |
| Participant deferral / active EE | $1,505 | $4,185-64.0% | $3,330-54.8% | $5,439-72.3% |
| Admin fee / account holder | $3,124 | $5,956-47.5% | $3,601-13.2% | $10,886-71.3% |