Filed June 4, 2024 (most recent of 2 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 | $320,355 | $58,828+444.6% | $78,002+310.7% | $62,881+409.5% |
| Participation rate | 94.7% | 71.1%+23.7pp | 75.5%+19.2pp | 69.3%+25.4pp |
| Annual return | 19.47% | 17.16%+2.3pp | 425.99%-406.5pp | 20.14%-0.7pp |
| Employer contribution / active EE | $8,996 | $1,672+438.1% | $2,470+264.2% | $2,281+294.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,736 | $4,393-15.0% | $5,481-31.8% | $4,296-13.0% |