Filed February 7, 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 | $354,530 | $88,778+299.3% | $81,844+333.2% | $145,884+143.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.56% | 1033.03%-1019.5pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $25,297 | $3,087+719.5% | $2,916+767.4% | $4,662+442.6% |
| Participant deferral / active EE | $12,326 | $4,648+165.2% | $4,323+185.1% | $6,690+84.3% |
| Admin fee / account holder | $51,371 | $8,430+509.4% | $7,355+598.4% | $13,392+283.6% |