Filed July 16, 2024 (most recent of 9 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 | $243,649 | $183,516+32.8% | $155,534+56.7% | $145,884+67.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.64% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $14,506 | $5,315+172.9% | $4,675+210.3% | $4,662+211.1% |
| Participant deferral / active EE | $7,062 | $6,467+9.2% | $5,630+25.4% | $6,690+5.6% |
| Admin fee / account holder | $1,327 | $19,293-93.1% | $15,900-91.7% | $13,392-90.1% |