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 | $73,421+435.4% | $66,439+491.7% | $155,188+153.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 18.81% | 1382.37%-1363.6pp | 757.66%-738.9pp | 148.84%-130.0pp |
| Employer contribution / active EE | $12,938 | $3,039+325.8% | $2,637+390.7% | $4,248+204.6% |
| Participant deferral / active EE | $9,278 | $4,680+98.3% | $3,876+139.4% | $6,531+42.1% |
| Admin fee / account holder | $9,520 | $8,856+7.5% | $6,173+54.2% | $14,480-34.3% |