Filed July 22, 2024
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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 | $444,185 | $111,535+298.2% | $105,223+322.1% | $137,256+223.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.73% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $19,932 | $3,939+406.0% | $3,689+440.4% | $4,156+379.6% |
| Participant deferral / active EE | $10,473 | $5,500+90.4% | $5,072+106.5% | $6,407+63.5% |
| Admin fee / account holder | $5,862 | $9,721-39.7% | $8,859-33.8% | $12,270-52.2% |