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 | $1,057,580 | $125,797+740.7% | $170,043+521.9% | $75,173+1306.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.01% | 27.20%-3.2pp | 53.40%-29.4pp | 160.72%-136.7pp |
| Employer contribution / active EE | $28,078 | $4,616+508.3% | $6,790+313.5% | $2,671+951.3% |
| Participant deferral / active EE | $17,290 | $6,838+152.9% | $10,410+66.1% | $4,126+319.0% |
| Admin fee / account holder | $33,930 | $8,177+315.0% | $12,824+164.6% | $5,651+500.5% |