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 | $268,032 | $110,083+143.5% | $151,645+76.7% | $68,490+291.3% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | 150.45% | -10.12%+160.6pp | 3.34%+147.1pp | -7.85%+158.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,731 | $7,718-77.6% | $11,614-85.1% | $5,403-68.0% |