Filed March 22, 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 | $608,914 | $102,245+495.5% | $89,340+581.6% | $137,256+343.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.91% | 21.89%-8.0pp | 20.57%-6.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,357 | $2,529+111.8% | $2,231+140.1% | $4,156+28.9% |
| Participant deferral / active EE | $9,361 | $4,436+111.0% | $3,823+144.9% | $6,407+46.1% |
| Admin fee / account holder | $2,746 | $8,085-66.0% | $6,704-59.0% | $12,270-77.6% |