Filed January 2, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,697 | $60,139+19.2% | $90,461-20.7% | $79,856-10.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.08% | 71.96%-57.9pp | 1294.76%-1280.7pp | 31.71%-17.6pp |
| Employer contribution / active EE | $9,144 | $2,069+342.0% | $3,264+180.2% | $2,471+270.0% |
| Participant deferral / active EE | $1,858 | $2,939-36.8% | $3,964-53.1% | $3,741-50.3% |
| Admin fee / account holder | $2,735 | $3,978-31.2% | $5,617-51.3% | $5,306-48.5% |