Filed December 6, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $447,338 | $97,751+357.6% | $103,447+332.4% | $145,877+206.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 25.43%-12.7pp | 23.92%-11.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $15,454 | $4,684+229.9% | $4,678+230.4% | $4,663+231.4% |
| Participant deferral / active EE | $14,455 | $6,603+118.9% | $6,624+118.2% | $6,691+116.1% |
| Admin fee / account holder | $1,394 | $12,515-88.9% | $9,415-85.2% | $13,402-89.6% |