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 | $257,203 | $115,810+122.1% | $101,271+154.0% | $158,966+61.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 20.14% | 56.15%-36.0pp | 46.48%-26.3pp | 302.95%-282.8pp |
| Employer contribution / active EE | $9,330 | $4,175+123.4% | $3,660+154.9% | $4,762+95.9% |
| Participant deferral / active EE | $13,361 | $4,958+169.5% | $4,371+205.7% | $5,983+123.3% |
| Admin fee / account holder | $1,637 | $7,248-77.4% | $5,948-72.5% | $11,250-85.4% |