Filed November 21, 2024 (most recent of 4 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 | $264,754 | $58,234+354.6% | $81,783+223.7% | $80,874+227.4% |
| Participation rate | 96.8% | 63.4%+33.3pp | 72.4%+24.4pp | 67.6%+29.1pp |
| Annual return | 18.49% | 41.70%-23.2pp | 775.05%-756.6pp | 35.62%-17.1pp |
| Employer contribution / active EE | $5,116 | $2,341+118.5% | $2,913+75.6% | $2,756+85.6% |
| Participant deferral / active EE | $9,388 | $3,283+186.0% | $4,320+117.3% | $4,297+118.5% |
| Admin fee / account holder | $8,842 | $4,982+77.5% | $7,380+19.8% | $6,935+27.5% |