Filed November 20, 2024 (most recent of 7 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,833 | $93,617+190.4% | $135,982+99.9% | $75,177+261.6% |
| Participation rate | 86.8% | 75.2%+11.6pp | 81.9%+4.9pp | 67.2%+19.6pp |
| Annual return | 17.92% | 30.89%-13.0pp | 68.32%-50.4pp | 160.75%-142.8pp |
| Employer contribution / active EE | $18,642 | $3,538+426.9% | $4,859+283.7% | $2,671+597.9% |
| Participant deferral / active EE | $13,137 | $6,406+105.1% | $7,760+69.3% | $4,126+218.4% |
| Admin fee / account holder | $3,405 | $6,980-51.2% | $10,767-68.4% | $5,651-39.7% |