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 | $421,577 | $114,199+269.2% | $119,237+253.6% | $167,553+151.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.02% | 29.88%-16.9pp | 30.70%-17.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $13,990 | $4,480+212.3% | $4,383+219.2% | $4,840+189.1% |
| Participant deferral / active EE | $9,242 | $6,086+51.8% | $6,112+51.2% | $6,343+45.7% |
| Admin fee / account holder | $1,426 | $8,939-84.0% | $7,229-80.3% | $12,316-88.4% |