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 | $58,311+1684.3% | $81,882+1170.6% | $80,959+1185.1% |
| Participation rate | 86.1% | 63.5%+22.6pp | 72.4%+13.7pp | 67.7%+18.4pp |
| Annual return | 15.93% | 41.85%-25.9pp | 779.47%-763.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $22,312 | $2,347+850.8% | $2,916+665.2% | $2,757+709.2% |
| Participant deferral / active EE | $21,613 | $3,287+557.5% | $4,323+399.9% | $4,300+402.6% |
| Admin fee / account holder | $111,106 | $4,752+2238.0% | $7,360+1409.7% | $6,925+1504.3% |