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 | $372,528 | $81,446+357.4% | $103,374+260.4% | $80,874+360.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 216.41% | 25.57%+190.8pp | 24.89%+191.5pp | 35.62%+180.8pp |
| Employer contribution / active EE | $4,917 | $3,107+58.3% | $3,869+27.1% | $2,756+78.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,185 | $6,715-67.5% | $8,394-74.0% | $6,935-68.5% |