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 | $308,451 | $123,793+149.2% | $177,840+73.4% | $79,852+286.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.09% | 22.82%-6.7pp | 48.32%-32.2pp | 31.72%-15.6pp |
| Employer contribution / active EE | $17,465 | $4,095+326.5% | $5,919+195.1% | $2,471+606.8% |
| Participant deferral / active EE | $12,873 | $5,956+116.1% | $7,714+66.9% | $3,740+244.2% |
| Admin fee / account holder | $5,832 | $7,243-19.5% | $12,431-53.1% | $5,306+9.9% |