Filed October 15, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,968 | $58,311+44.0% | $81,882+2.5% | $80,959+3.7% |
| Participation rate | 94.0% | 63.5%+30.5pp | 72.4%+21.6pp | 67.7%+26.3pp |
| Annual return | 15.38% | 41.85%-26.5pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $4,173 | $2,347+77.8% | $2,916+43.1% | $2,757+51.3% |
| Participant deferral / active EE | $8,186 | $3,287+149.0% | $4,323+89.3% | $4,300+90.3% |
| Admin fee / account holder | $7,756 | $4,752+63.2% | $7,360+5.4% | $6,925+12.0% |