Filed November 12, 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 | $360,461 | $73,978+387.3% | $96,515+273.5% | $75,173+379.5% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 16.68% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $18,179 | $2,931+520.3% | $3,740+386.1% | $2,671+580.6% |
| Participant deferral / active EE | $13,151 | $3,660+259.3% | $4,880+169.5% | $4,126+218.7% |
| Admin fee / account holder | $2,699 | $5,219-48.3% | $6,735-59.9% | $5,651-52.2% |