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 | $1,040,425 | $58,258+1685.9% | $81,820+1171.6% | $80,925+1185.7% |
| Participation rate | 86.1% | 63.5%+22.6pp | 72.4%+13.7pp | 67.7%+18.5pp |
| Annual return | 15.93% | 41.76%-25.8pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $22,312 | $2,345+851.3% | $2,915+665.4% | $2,756+709.5% |
| Participant deferral / active EE | $21,613 | $3,284+558.2% | $4,323+400.0% | $4,299+402.8% |
| Admin fee / account holder | $111,106 | $4,976+2132.7% | $7,391+1403.4% | $6,940+1500.9% |