Filed November 15, 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 | $525,689 | $154,228+240.9% | $145,433+261.5% | $137,256+283.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.03% | 74.59%-52.6pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $20,672 | $4,804+330.3% | $4,554+353.9% | $4,156+397.4% |
| Participant deferral / active EE | $20,522 | $8,216+149.8% | $7,897+159.9% | $6,407+220.3% |
| Admin fee / account holder | $29,653 | $14,344+106.7% | $13,129+125.9% | $12,270+141.7% |