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 | $962,365 | $57,312+1579.2% | $86,617+1011.1% | $75,181+1180.1% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 22.96% | 2672.78%-2649.8pp | 591.91%-569.0pp | 160.69%-137.7pp |
| Employer contribution / active EE | $26,988 | $2,315+1065.6% | $3,023+792.6% | $2,671+910.6% |
| Participant deferral / active EE | $23,752 | $3,319+615.6% | $4,437+435.3% | $4,126+475.7% |
| Admin fee / account holder | $75,539 | $4,114+1736.1% | $5,613+1245.8% | $5,650+1237.0% |