Filed August 8, 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 | $759,653 | $88,672+756.7% | $105,223+621.9% | $82,448+821.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 35.19% | 30.86%+4.3pp | 180.65%-145.5pp | 41.64%-6.4pp |
| Employer contribution / active EE | $25,347 | $3,048+731.6% | $3,689+587.2% | $2,551+893.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,662 | $7,146-6.8% | $8,859-24.8% | $7,234-7.9% |