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 | $254,401 | $91,537+177.9% | $130,045+95.6% | $75,173+238.4% |
| Participation rate | 84.3% | 71.5%+12.9pp | 78.5%+5.8pp | 67.2%+17.1pp |
| Annual return | 20.39% | -631.55%+651.9pp | -137.30%+157.7pp | 160.72%-140.3pp |
| Employer contribution / active EE | $5,621 | $2,845+97.6% | $4,321+30.1% | $2,671+110.4% |
| Participant deferral / active EE | $11,095 | $4,343+155.5% | $5,820+90.6% | $4,126+168.9% |
| Admin fee / account holder | $1,390 | $6,780-79.5% | $10,600-86.9% | $5,651-75.4% |