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 | $1,486,113 | $146,267+916.0% | $197,124+653.9% | $82,448+1702.5% |
| Participation rate | 97.6% | 84.0%+13.5pp | 86.7%+10.8pp | 68.1%+29.5pp |
| Annual return | 15.57% | 29.61%-14.0pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $34,025 | $4,723+620.4% | $6,227+446.4% | $2,551+1233.8% |
| Participant deferral / active EE | $17,921 | $7,035+154.8% | $9,135+96.2% | $4,139+333.0% |
| Admin fee / account holder | $28,330 | $14,422+96.4% | $16,298+73.8% | $7,234+291.6% |