Filed February 26, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $60,119+1443.5% | $90,430+926.1% | $79,858+1062.0% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.8pp |
| Annual return | 16.94% | 71.94%-55.0pp | 1293.73%-1276.8pp | 31.72%-14.8pp |
| Employer contribution / active EE | $26,198 | $2,068+1167.0% | $3,262+703.1% | $2,471+960.2% |
| Participant deferral / active EE | $19,697 | $2,938+570.5% | $3,963+397.1% | $3,740+426.6% |
| Admin fee / account holder | $44,776 | $3,976+1026.1% | $5,613+697.7% | $5,306+743.9% |