Filed October 3, 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 | $331,232 | $101,795+225.4% | $165,100+100.6% | $80,959+309.1% |
| Participation rate | 76.4% | 71.8%+4.5pp | 78.6%-2.3pp | 67.7%+8.7pp |
| Annual return | 20.14% | 16.73%+3.4pp | 70.21%-50.1pp | 35.67%-15.5pp |
| Employer contribution / active EE | $5,968 | $2,954+102.1% | $4,348+37.3% | $2,757+116.5% |
| Participant deferral / active EE | $10,613 | $4,476+137.1% | $6,035+75.8% | $4,300+146.8% |
| Admin fee / account holder | $4,863 | $8,221-40.8% | $12,696-61.7% | $6,925-29.8% |