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 | $314,840 | $125,797+150.3% | $170,057+85.1% | $75,177+318.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.32% | 27.20%-10.9pp | 53.42%-37.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $19,986 | $4,616+333.0% | $6,790+194.3% | $2,671+648.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,592 | $8,177-68.3% | $12,826-79.8% | $5,651-54.1% |