Filed December 11, 2024 (most recent of 3 filings on file)
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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 | $276,755 | $88,778+211.7% | $81,844+238.2% | $145,884+89.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.51% | 1033.03%-1014.5pp | 778.87%-760.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $27,266 | $3,087+783.3% | $2,916+834.9% | $4,662+484.8% |
| Participant deferral / active EE | $18,551 | $4,648+299.1% | $4,323+329.1% | $6,690+177.3% |
| Admin fee / account holder | $35,952 | $8,430+326.5% | $7,355+388.8% | $13,392+168.5% |