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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,909 | $110,083+157.0% | $151,628+86.6% | $68,495+313.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.50% | -10.12%-5.4pp | 3.34%-18.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $17,108 | $4,470+282.7% | $6,165+177.5% | $2,596+558.9% |
| Participant deferral / active EE | $12,945 | $6,526+98.4% | $8,363+54.8% | $4,028+221.4% |
| Admin fee / account holder | $15,527 | $7,718+101.2% | $11,613+33.7% | $5,403+187.4% |