Filed October 8, 2024
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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 | $386,418 | $43,075+797.1% | $74,577+418.1% | $62,881+514.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 26.51% | 17.50%+9.0pp | 20.47%+6.0pp | 20.14%+6.4pp |
| Employer contribution / active EE | $741 | $1,498-50.5% | $2,525-70.7% | $2,281-67.5% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,432 | $2,840+337.8% | $4,138+200.4% | $4,296+189.4% |