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 | $298,485 | $160,059+86.5% | $140,019+113.2% | $135,380+120.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.94% | 911.48%-914.4pp | 651.17%-654.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $9,175 | $6,420+42.9% | $5,605+63.7% | $4,779+92.0% |
| Participant deferral / active EE | $7,616 | $7,641-0.3% | $6,927+9.9% | $5,609+35.8% |
| Admin fee / account holder | $5,279 | $13,328-60.4% | $10,705-50.7% | $10,828-51.3% |