Filed January 22, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $135,300 | $73,638+83.7% | $95,964+41.0% | $73,497+84.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.27% | 16.78%-2.5pp | 91.64%-77.4pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,848 | $1,863+106.5% | $2,541+51.4% | $2,270+69.5% |
| Participant deferral / active EE | $4,528 | $3,617+25.2% | $4,167+8.7% | $3,740+21.1% |
| Admin fee / account holder | $3,637 | $482+654.4% | $6,797-46.5% | $513+608.9% |