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 | $302,549 | $48,327+526.0% | $67,575+347.7% | $80,935+273.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.14% | 18.31%+1.8pp | 3528.98%-3508.8pp | 35.66%-15.5pp |
| Employer contribution / active EE | $12,952 | $2,022+540.5% | $2,736+373.5% | $2,757+369.8% |
| Participant deferral / active EE | $7,696 | $2,927+162.9% | $4,003+92.2% | $4,299+79.0% |
| Admin fee / account holder | $806 | $3,692-78.2% | $3,993-79.8% | $6,924-88.4% |