Filed December 20, 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 | $340,067 | $110,410+208.0% | $102,437+232.0% | $145,897+133.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 16.99% | 24.85%-7.9pp | 24.95%-8.0pp | 552.29%-535.3pp |
| Employer contribution / active EE | $22,797 | $4,217+440.6% | $3,871+489.0% | $4,663+388.9% |
| Participant deferral / active EE | $12,716 | $5,622+126.2% | $5,060+151.3% | $6,689+90.1% |
| Admin fee / account holder | $3,202 | $9,745-67.1% | $8,388-61.8% | $13,390-76.1% |