Filed May 14, 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 | $275,980 | $54,757+404.0% | $90,304+205.6% | $72,975+278.2% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 23.89% | 30.63%-6.7pp | 78.13%-54.2pp | 81.01%-57.1pp |
| Employer contribution / active EE | $12,510 | $2,093+497.6% | $2,855+338.2% | $2,440+412.7% |
| Participant deferral / active EE | $12,660 | $2,887+338.5% | $3,885+225.9% | $3,608+250.9% |
| Admin fee / account holder | $16,398 | $3,973+312.7% | $5,354+206.3% | $5,124+220.0% |