Filed January 24, 2025
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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 | $344,002 | $138,386+148.6% | $184,260+86.7% | $80,935+325.0% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 17.53% | 20.02%-2.5pp | 28.84%-11.3pp | 35.66%-18.1pp |
| Employer contribution / active EE | $4,815 | $4,851-0.7% | $6,427-25.1% | $2,757+74.7% |
| Participant deferral / active EE | $12,181 | $7,076+72.2% | $9,133+33.4% | $4,299+183.3% |
| Admin fee / account holder | $45,005 | $10,489+329.1% | $13,898+223.8% | $6,924+549.9% |