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 | $299,774 | $102,828+191.5% | $105,387+184.5% | $152,909+96.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.47% | 20.85%-0.4pp | 26.82%-6.4pp | 345.46%-325.0pp |
| Employer contribution / active EE | $16,355 | $4,473+265.7% | $4,213+288.2% | $4,764+243.3% |
| Participant deferral / active EE | $8,106 | $5,465+48.3% | $5,502+47.3% | $5,851+38.5% |
| Admin fee / account holder | $12,472 | $8,683+43.6% | $6,559+90.2% | $11,601+7.5% |