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 | $349,692 | $110,278+217.1% | $95,740+265.3% | $139,466+150.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.48% | 27.19%-6.7pp | 28.41%-7.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $7,954 | $3,260+144.0% | $2,836+180.4% | $4,754+67.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $41,318 | $6,613+524.8% | $5,676+627.9% | $11,409+262.2% |