Filed November 21, 2024 (most recent of 4 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 | $264,754 | $58,258+354.5% | $81,820+223.6% | $80,925+227.2% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.4%+24.4pp | 67.7%+29.1pp |
| Annual return | 18.49% | 41.76%-23.3pp | 777.93%-759.4pp | 35.65%-17.2pp |
| Employer contribution / active EE | $5,116 | $2,345+118.1% | $2,915+75.5% | $2,756+85.6% |
| Participant deferral / active EE | $9,388 | $3,284+185.9% | $4,323+117.2% | $4,299+118.4% |
| Admin fee / account holder | $8,842 | $4,976+77.7% | $7,391+19.6% | $6,940+27.4% |