Filed April 11, 2024
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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 | $176,708 | $76,371+131.4% | $93,621+88.7% | $72,976+142.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.80% | 25.82%-7.0pp | 32.76%-14.0pp | 81.02%-62.2pp |
| Employer contribution / active EE | $5,849 | $2,276+157.0% | $2,719+115.1% | $2,440+139.7% |
| Participant deferral / active EE | $5,847 | $3,538+65.2% | $4,070+43.7% | $3,608+62.1% |
| Admin fee / account holder | $7,607 | $6,839+11.2% | $7,890-3.6% | $5,124+48.5% |