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 | $172,507 | $49,255+250.2% | $70,494+144.7% | $79,856+116.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.99% | 30.10%-23.1pp | 109.16%-102.2pp | 31.71%-24.7pp |
| Employer contribution / active EE | $10,565 | $2,100+403.1% | $2,738+285.8% | $2,471+327.5% |
| Participant deferral / active EE | $3,526 | $2,768+27.4% | $3,711-5.0% | $3,741-5.7% |
| Admin fee / account holder | $10,409 | $2,879+261.5% | $3,848+170.5% | $5,306+96.2% |