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 | $927,932 | $60,139+1443.0% | $90,468+925.7% | $79,859+1062.0% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.7pp |
| Annual return | 16.94% | 71.96%-55.0pp | 1294.94%-1278.0pp | 31.71%-14.8pp |
| Employer contribution / active EE | $26,198 | $2,069+1166.3% | $3,264+702.7% | $2,471+960.1% |
| Participant deferral / active EE | $19,697 | $2,939+570.2% | $3,964+396.9% | $3,741+426.6% |
| Admin fee / account holder | $44,776 | $3,978+1025.5% | $5,614+697.5% | $5,307+743.8% |