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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,476 | $181,898+78.9% | $156,552+107.9% | $273,970+18.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.62% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $13,056 | $6,248+109.0% | $5,501+137.3% | $4,869+168.2% |
| Participant deferral / active EE | $8,522 | $5,550+53.6% | $4,871+75.0% | $5,287+61.2% |
| Admin fee / account holder | $1,286 | $15,560-91.7% | $13,028-90.1% | $10,132-87.3% |