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 | $286,309 | $102,828+178.4% | $105,387+171.7% | $152,909+87.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.28% | 20.85%+2.4pp | 26.82%-3.5pp | 345.46%-322.2pp |
| Employer contribution / active EE | $12,986 | $4,473+190.3% | $4,213+208.2% | $4,764+172.6% |
| Participant deferral / active EE | $7,654 | $5,465+40.1% | $5,502+39.1% | $5,851+30.8% |
| Admin fee / account holder | $1,020 | $8,683-88.2% | $6,559-84.4% | $11,601-91.2% |