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 | $102,385+33.8% | $147,080-6.8% | $80,935+69.3% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 16.16% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $4,723 | $3,717+27.1% | $4,933-4.3% | $2,757+71.3% |
| Participant deferral / active EE | $11,883 | $6,651+78.7% | $8,066+47.3% | $4,299+176.4% |
| Admin fee / account holder | $6,404 | $7,951-19.5% | $12,989-50.7% | $6,924-7.5% |