Filed November 21, 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 | $254,853 | $58,258+337.5% | $81,820+211.5% | $80,925+214.9% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.4%+26.2pp | 67.7%+30.9pp |
| Annual return | 15.61% | 41.76%-26.2pp | 777.93%-762.3pp | 35.65%-20.0pp |
| Employer contribution / active EE | $4,939 | $2,345+110.6% | $2,915+69.4% | $2,756+79.2% |
| Participant deferral / active EE | $13,768 | $3,284+319.3% | $4,323+218.5% | $4,299+220.3% |
| Admin fee / account holder | $26,378 | $4,976+430.1% | $7,391+256.9% | $6,940+280.1% |