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 | $335,577 | $125,778+166.8% | $114,563+192.9% | $154,746+116.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 11.54% | 295.14%-283.6pp | 241.09%-229.6pp | 172.34%-160.8pp |
| Employer contribution / active EE | $7,420 | $2,806+164.4% | $2,592+186.3% | $4,379+69.4% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $40,170 | $8,190+390.5% | $7,623+427.0% | $14,365+179.6% |