Filed August 13, 2024 (most recent of 17 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 | $315,510 | $91,086+246.4% | $203,872+54.8% | $86,983+262.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 14.50% | 22.30%-7.8pp | 85.11%-70.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $6,136 | $2,063+197.4% | $3,757+63.3% | $2,584+137.4% |
| Participant deferral / active EE | $7,255 | $4,019+80.5% | $6,388+13.6% | $4,194+73.0% |
| Admin fee / account holder | $1,660 | $8,987-81.5% | $11,730-85.8% | $7,856-78.9% |