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 | $697,946 | $45,872+1421.5% | $77,100+805.3% | $68,490+919.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 3.67% | 1.73%+1.9pp | 42.35%-38.7pp | -7.85%+11.5pp |
| Employer contribution / active EE | $345 | $1,650-79.1% | $2,815-87.7% | $2,597-86.7% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,997 | $3,041+426.0% | $5,443+193.9% | $5,403+196.1% |