Filed February 26, 2024 (most recent of 3 filings on file)
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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 | $1,040,425 | $58,241+1686.4% | $81,780+1172.2% | $80,911+1185.9% |
| Participation rate | 86.1% | 63.4%+22.7pp | 72.4%+13.7pp | 67.6%+18.5pp |
| Annual return | 15.93% | 41.73%-25.8pp | 776.27%-760.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $22,312 | $2,343+852.1% | $2,914+665.7% | $2,756+709.6% |
| Participant deferral / active EE | $21,613 | $3,283+558.4% | $4,321+400.2% | $4,297+403.0% |
| Admin fee / account holder | $111,106 | $4,973+2134.2% | $7,384+1404.7% | $6,935+1502.2% |