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 | $169,639 | $138,393+22.6% | $184,256-7.9% | $80,959+109.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.83% | 20.01%-5.2pp | 28.85%-14.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $15,624 | $4,847+222.3% | $6,427+143.1% | $2,757+466.7% |
| Participant deferral / active EE | $12,040 | $7,076+70.2% | $9,133+31.8% | $4,300+180.0% |
| Admin fee / account holder | $14,322 | $10,489+36.5% | $13,899+3.0% | $6,925+106.8% |