Filed January 17, 2024 (most recent of 2 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 | $267,983 | $109,359+145.0% | $162,171+65.2% | $72,983+267.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.06% | 25.46%-0.4pp | 115.60%-90.5pp | 81.01%-55.9pp |
| Employer contribution / active EE | $15,870 | $3,907+306.2% | $5,613+182.7% | $2,440+550.4% |
| Participant deferral / active EE | $12,092 | $5,481+120.6% | $7,297+65.7% | $3,608+235.2% |
| Admin fee / account holder | $15,695 | $7,972+96.9% | $10,843+44.7% | $5,124+206.3% |