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 | $96,731+685.3% | $123,973+512.8% | $86,983+773.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 35.19% | 17.33%+17.9pp | 388.13%-352.9pp | 25.83%+9.4pp |
| Employer contribution / active EE | $25,347 | $3,297+668.8% | $4,126+514.4% | $2,584+880.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,662 | $8,722-23.6% | $11,799-43.5% | $7,856-15.2% |