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 | $350,767 | $90,606+287.1% | $79,466+341.4% | $135,379+159.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.78% | 977.69%-982.5pp | 718.28%-723.1pp | 519.79%-524.6pp |
| Employer contribution / active EE | $22,328 | $3,068+627.8% | $2,800+697.4% | $4,779+367.2% |
| Participant deferral / active EE | $12,486 | $4,050+208.3% | $3,704+237.1% | $5,609+122.6% |
| Admin fee / account holder | $6,217 | $5,895+5.5% | $5,104+21.8% | $10,828-42.6% |