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 | $146,267+39.8% | $197,124+3.8% | $82,448+148.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.32% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $17,232 | $4,723+264.8% | $6,227+176.7% | $2,551+575.5% |
| Participant deferral / active EE | $13,530 | $7,035+92.3% | $9,135+48.1% | $4,139+226.9% |
| Admin fee / account holder | $18,193 | $14,422+26.1% | $16,298+11.6% | $7,234+151.5% |