Filed December 6, 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 | $293,162 | $92,798+215.9% | $96,707+203.1% | $137,256+113.6% |
| Participation rate | 93.8% | 81.6%+12.1pp | 80.4%+13.4pp | 80.0%+13.8pp |
| Annual return | 16.38% | 31.24%-14.9pp | 34.78%-18.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $19,221 | $4,147+363.4% | $4,191+358.6% | $4,156+362.5% |
| Participant deferral / active EE | $8,152 | $5,877+38.7% | $5,997+35.9% | $6,407+27.2% |
| Admin fee / account holder | $48,373 | $7,946+508.8% | $7,503+544.7% | $12,270+294.2% |