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 | $356,971 | $111,535+220.1% | $105,223+239.3% | $137,256+160.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 18.21% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $20,928 | $3,939+431.2% | $3,689+467.4% | $4,156+403.5% |
| Participant deferral / active EE | $14,459 | $5,500+162.9% | $5,072+185.1% | $6,407+125.7% |
| Admin fee / account holder | $2,882 | $9,721-70.4% | $8,859-67.5% | $12,270-76.5% |