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 | $822,421 | $54,763+1401.8% | $90,336+810.4% | $72,977+1027.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.30% | 30.63%-6.3pp | 78.15%-53.8pp | 81.02%-56.7pp |
| Employer contribution / active EE | $26,109 | $2,093+1147.2% | $2,856+814.1% | $2,440+970.0% |
| Participant deferral / active EE | $18,924 | $2,887+555.4% | $3,886+387.0% | $3,608+424.5% |
| Admin fee / account holder | $43,567 | $3,973+996.5% | $5,357+713.2% | $5,124+750.2% |