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 | $285,111 | $106,557+167.6% | $91,227+212.5% | $134,545+111.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 1.77% | 160.81%-159.0pp | 114.14%-112.4pp | 418.37%-416.6pp |
| Employer contribution / active EE | $6,837 | $3,332+105.2% | $2,851+139.8% | $4,742+44.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,267 | $6,235+305.2% | $5,423+365.9% | $11,431+121.0% |