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 | $687,431 | $56,134+1124.6% | $96,171+614.8% | $85,847+700.8% |
| Participation rate | 96.6% | 56.7%+39.8pp | 68.4%+28.1pp | 69.3%+27.2pp |
| Annual return | 11.68% | 42.30%-30.6pp | 192.04%-180.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $345 | $1,620-78.7% | $2,799-87.7% | $2,565-86.6% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $57,488 | $3,769+1425.3% | $5,538+938.0% | $6,261+818.2% |