Filed February 27, 2024 (most recent of 2 filings on file)
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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 | $253,344 | $58,311+334.5% | $81,882+209.4% | $80,959+212.9% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.4%+24.0pp | 67.7%+28.8pp |
| Annual return | 16.72% | 41.85%-25.1pp | 779.47%-762.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $15,477 | $2,347+559.5% | $2,916+430.8% | $2,757+461.3% |
| Participant deferral / active EE | $15,732 | $3,287+378.6% | $4,323+263.9% | $4,300+265.8% |
| Admin fee / account holder | $3,860 | $4,752-18.8% | $7,360-47.6% | $6,925-44.3% |