Filed June 28, 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 | $276,912 | $125,797+120.1% | $170,057+62.8% | $75,177+268.3% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 14.51% | 27.20%-12.7pp | 53.42%-38.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $8,797 | $4,616+90.6% | $6,790+29.6% | $2,671+229.4% |
| Participant deferral / active EE | $6,776 | $6,838-0.9% | $10,411-34.9% | $4,126+64.2% |
| Admin fee / account holder | $12,895 | $8,177+57.7% | $12,826+0.5% | $5,651+128.2% |