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 | $90,400+249.0% | $186,193+69.5% | $87,485+260.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 14.50% | 22.15%-7.6pp | 78.03%-63.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $6,136 | $2,170+182.7% | $3,918+56.6% | $2,596+136.3% |
| Participant deferral / active EE | $7,255 | $4,330+67.6% | $6,513+11.4% | $4,274+69.8% |
| Admin fee / account holder | $1,660 | $8,673-80.9% | $11,058-85.0% | $7,775-78.6% |