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 | $114,712+217.5% | $173,730+109.6% | $87,485+316.3% |
| Participation rate | 78.6% | 73.0%+5.6pp | 79.6%-1.0pp | 68.9%+9.6pp |
| Annual return | 15.45% | 20.18%-4.7pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $6,136 | $2,904+111.3% | $4,577+34.0% | $2,596+136.3% |
| Participant deferral / active EE | $11,297 | $4,642+143.4% | $6,326+78.6% | $4,274+164.3% |
| Admin fee / account holder | $15,683 | $10,210+53.6% | $17,523-10.5% | $7,775+101.7% |