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 | $496,408 | $47,848+937.5% | $81,473+509.3% | $70,126+607.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 44.05% | 27.25%+16.8pp | 38.78%+5.3pp | 73.15%-29.1pp |
| Employer contribution / active EE | $536 | $1,527-64.9% | $2,568-79.1% | $2,343-77.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,092 | $3,145+220.9% | $4,561+121.3% | $4,645+117.2% |