Filed October 22, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,364 | $73,638+233.2% | $95,964+155.7% | $73,497+233.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 65.60% | 16.78%+48.8pp | 91.64%-26.0pp | 28.51%+37.1pp |
| Employer contribution / active EE | $5,639 | $1,863+202.7% | $2,541+121.9% | $2,270+148.4% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $390 | $482-19.1% | $6,797-94.3% | $513-24.0% |