Filed July 10, 2023 (most recent of 9 filings on file)
Total covered: 3 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 | $204,521 | $145,431+40.6% | $211,142-3.1% | $87,485+133.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.32% | 27.21%-10.9pp | 46.84%-30.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $17,232 | $4,662+269.6% | $6,442+167.5% | $2,596+563.7% |
| Participant deferral / active EE | $13,530 | $6,859+97.3% | $9,284+45.7% | $4,274+216.6% |
| Admin fee / account holder | $18,193 | $17,052+6.7% | $19,076-4.6% | $7,775+134.0% |