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 | $138,385+179.1% | $184,200+109.7% | $80,874+377.6% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 23.81% | 20.02%+3.8pp | 28.80%-5.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $15,886 | $4,849+227.6% | $6,424+147.3% | $2,756+476.5% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,012 | $10,483-80.8% | $13,907-85.5% | $6,935-71.0% |