Filed March 18, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,038 | $102,429+33.8% | $147,096-6.8% | $80,925+69.3% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 16.16% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $4,723 | $3,716+27.1% | $4,936-4.3% | $2,756+71.3% |
| Participant deferral / active EE | $11,883 | $6,649+78.7% | $8,071+47.2% | $4,299+176.4% |
| Admin fee / account holder | $6,404 | $7,957-19.5% | $13,005-50.8% | $6,940-7.7% |