Filed May 28, 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 | $284,355 | $160,070+77.6% | $147,117+93.3% | $145,897+94.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 19.22% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $8,218 | $5,285+55.5% | $4,932+66.6% | $4,663+76.3% |
| Participant deferral / active EE | $9,266 | $8,419+10.1% | $8,065+14.9% | $6,689+38.5% |
| Admin fee / account holder | $26,010 | $15,035+73.0% | $12,993+100.2% | $13,390+94.2% |