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 | $143,969+932.2% | $199,883+643.5% | $82,637+1698.4% |
| Participation rate | 97.6% | 84.1%+13.4pp | 86.8%+10.8pp | 68.1%+29.5pp |
| Annual return | 15.57% | 25.67%-10.1pp | 43.81%-28.2pp | 53.51%-37.9pp |
| Employer contribution / active EE | $34,025 | $4,632+634.5% | $6,261+443.4% | $2,552+1233.2% |
| Participant deferral / active EE | $17,921 | $6,937+158.3% | $9,138+96.1% | $4,126+334.3% |
| Admin fee / account holder | $28,330 | $14,597+94.1% | $17,268+64.1% | $7,339+286.0% |