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 | $269,827 | $121,656+121.8% | $104,614+157.9% | $158,950+69.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.13% | 465.51%-460.4pp | 340.56%-335.4pp | 302.91%-297.8pp |
| Employer contribution / active EE | $4,796 | $3,164+51.6% | $2,681+78.9% | $4,762+0.7% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,764 | $7,775-0.1% | $6,464+20.1% | $11,248-31.0% |