Filed May 14, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $303,547 | $54,355+458.5% | $82,744+266.9% | $68,486+343.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.73% | -13.67%-4.1pp | 702.22%-719.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $13,903 | $2,219+526.7% | $3,008+362.2% | $2,597+435.4% |
| Participant deferral / active EE | $14,075 | $3,246+333.6% | $4,395+220.3% | $4,028+249.5% |
| Admin fee / account holder | $13,215 | $4,397+200.6% | $5,325+148.2% | $5,404+144.6% |