Filed November 18, 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 | $1,219,304 | $138,393+781.0% | $184,256+561.7% | $80,959+1406.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.64% | 20.01%-1.4pp | 28.85%-10.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $32,578 | $4,847+572.1% | $6,427+406.9% | $2,757+1081.6% |
| Participant deferral / active EE | $17,404 | $7,076+145.9% | $9,133+90.6% | $4,300+304.7% |
| Admin fee / account holder | $52,831 | $10,489+403.7% | $13,899+280.1% | $6,925+662.9% |