Filed October 9, 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 | $400,338 | $153,769+160.4% | $133,975+198.8% | $273,972+46.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.64% | 36.51%-25.9pp | 29.29%-18.7pp | 41.46%-30.8pp |
| Employer contribution / active EE | $23,323 | $6,029+286.9% | $5,211+347.6% | $4,869+379.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,197 | $11,765-47.3% | $9,324-33.5% | $10,133-38.8% |