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 | $863,779 | $54,357+1489.1% | $82,706+944.4% | $68,495+1161.1% |
| Participation rate | 89.9% | 63.9%+25.9pp | 72.6%+17.3pp | 67.9%+22.0pp |
| Annual return | -16.62% | -13.67%-2.9pp | 701.76%-718.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $29,823 | $2,218+1244.3% | $3,007+891.6% | $2,596+1048.6% |
| Participant deferral / active EE | $19,656 | $3,246+505.5% | $4,394+347.4% | $4,028+388.0% |
| Admin fee / account holder | $106,489 | $4,396+2322.3% | $5,329+1898.5% | $5,403+1870.8% |