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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,395 | $54,763+231.2% | $90,324+100.8% | $72,976+148.6% |
| Participation rate | 89.9% | 65.2%+24.7pp | 73.3%+16.6pp | 69.5%+20.4pp |
| Annual return | 20.24% | 30.63%-10.4pp | 78.15%-57.9pp | 81.02%-60.8pp |
| Employer contribution / active EE | $7,952 | $2,093+279.9% | $2,856+178.4% | $2,440+225.9% |
| Participant deferral / active EE | $6,950 | $2,887+140.7% | $3,885+78.9% | $3,608+92.6% |
| Admin fee / account holder | $11,352 | $3,973+185.7% | $5,356+112.0% | $5,124+121.5% |