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 | $415,606 | $100,911+311.9% | $90,440+359.5% | $158,966+161.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.25% | 1726.62%-1711.4pp | 1294.38%-1279.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $23,151 | $3,690+527.4% | $3,263+609.5% | $4,762+386.1% |
| Participant deferral / active EE | $13,661 | $4,348+214.2% | $3,964+244.7% | $5,983+128.3% |
| Admin fee / account holder | $9,314 | $6,507+43.1% | $5,615+65.9% | $11,250-17.2% |