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 | $364,165 | $108,825+234.6% | $156,181+133.2% | $82,448+341.7% |
| Participation rate | 78.6% | 72.4%+6.2pp | 78.8%-0.3pp | 68.1%+10.5pp |
| Annual return | 15.45% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $6,136 | $2,870+113.8% | $4,294+42.9% | $2,551+140.5% |
| Participant deferral / active EE | $11,297 | $4,577+146.8% | $6,132+84.2% | $4,139+172.9% |
| Admin fee / account holder | $15,683 | $9,341+67.9% | $14,586+7.5% | $7,234+116.8% |