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 | $57,305+1579.4% | $86,640+1010.8% | $75,173+1180.2% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 22.96% | 2674.24%-2651.3pp | 592.52%-569.6pp | 160.72%-137.8pp |
| Employer contribution / active EE | $26,988 | $2,316+1065.2% | $3,024+792.4% | $2,671+910.4% |
| Participant deferral / active EE | $23,752 | $3,320+615.5% | $4,438+435.2% | $4,126+475.6% |
| Admin fee / account holder | $75,539 | $4,116+1735.3% | $5,616+1245.1% | $5,651+1236.8% |