Filed December 18, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,234 | $91,559-33.1% | $133,978-54.3% | $79,856-23.3% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 12.64% | 61.85%-49.2pp | 45.10%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,933 | $2,384+65.0% | $3,919+0.4% | $2,471+59.2% |
| Participant deferral / active EE | $5,821 | $3,734+55.9% | $5,047+15.3% | $3,741+55.6% |
| Admin fee / account holder | $6,202 | $6,321-1.9% | $8,930-30.5% | $5,306+16.9% |