Filed May 8, 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 | $386,256 | $138,393+179.1% | $184,256+109.6% | $80,959+377.1% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.0pp | 67.7%+27.2pp |
| Annual return | 23.81% | 20.01%+3.8pp | 28.85%-5.0pp | 35.67%-11.9pp |
| Employer contribution / active EE | $15,886 | $4,847+227.7% | $6,427+147.2% | $2,757+476.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,012 | $10,489-80.8% | $13,899-85.5% | $6,925-70.9% |