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 | $58,311+354.0% | $81,882+223.3% | $80,959+227.0% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.4%+24.4pp | 67.7%+29.1pp |
| Annual return | 18.49% | 41.85%-23.4pp | 779.47%-761.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $5,116 | $2,347+118.0% | $2,916+75.4% | $2,757+85.5% |
| Participant deferral / active EE | $9,388 | $3,287+185.6% | $4,323+117.2% | $4,300+118.3% |
| Admin fee / account holder | $8,842 | $4,752+86.1% | $7,360+20.1% | $6,925+27.7% |