Filed October 1, 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 | $365,750 | $110,093+232.2% | $97,295+275.9% | $145,897+150.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 26.03% | 244.76%-218.7pp | 75.62%-49.6pp | 552.29%-526.3pp |
| Employer contribution / active EE | $7,586 | $3,077+146.5% | $2,723+178.6% | $4,663+62.7% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $83,835 | $6,212+1249.5% | $5,646+1384.8% | $13,390+526.1% |