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 | $54,355+1489.1% | $82,744+943.9% | $68,486+1161.3% |
| Participation rate | 89.9% | 63.9%+25.9pp | 72.6%+17.3pp | 67.9%+22.0pp |
| Annual return | -16.62% | -13.67%-2.9pp | 702.22%-718.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $29,823 | $2,219+1244.2% | $3,008+891.4% | $2,597+1048.5% |
| Participant deferral / active EE | $19,656 | $3,246+505.5% | $4,395+347.3% | $4,028+388.0% |
| Admin fee / account holder | $106,489 | $4,397+2322.0% | $5,325+1899.9% | $5,404+1870.6% |