Filed March 28, 2024 (most recent of 3 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 | $255,153 | $153,769+65.9% | $133,975+90.4% | $273,972-6.9% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.1%-4.7pp | 83.0%-0.7pp |
| Annual return | 9.05% | 36.51%-27.5pp | 29.29%-20.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $8,179 | $6,029+35.7% | $5,211+57.0% | $4,869+68.0% |
| Participant deferral / active EE | $7,581 | $6,958+8.9% | $6,282+20.7% | $5,287+43.4% |
| Admin fee / account holder | $9,272 | $11,765-21.2% | $9,324-0.6% | $10,133-8.5% |