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 | $105,284+621.5% | $150,734+404.0% | $94,015+708.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 35.19% | 15.67%+19.5pp | 600.81%-565.6pp | 17.84%+17.3pp |
| Employer contribution / active EE | $25,347 | $3,599+604.3% | $4,918+415.4% | $2,790+808.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,662 | $9,839-32.3% | $14,905-55.3% | $8,951-25.6% |