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 | $58,258+44.1% | $81,820+2.6% | $80,925+3.8% |
| Participation rate | 94.0% | 63.5%+30.5pp | 72.4%+21.6pp | 67.7%+26.3pp |
| Annual return | 15.38% | 41.76%-26.4pp | 777.93%-762.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $4,173 | $2,345+77.9% | $2,915+43.1% | $2,756+51.4% |
| Participant deferral / active EE | $8,186 | $3,284+149.3% | $4,323+89.4% | $4,299+90.4% |
| Admin fee / account holder | $7,756 | $4,976+55.9% | $7,391+5.0% | $6,940+11.8% |