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 | $302,989 | $184,000+64.7% | $162,185+86.8% | $152,909+98.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.15% | 150.80%-135.6pp | 115.61%-100.5pp | 345.46%-330.3pp |
| Employer contribution / active EE | $10,500 | $6,370+64.8% | $5,613+87.1% | $4,764+120.4% |
| Participant deferral / active EE | $8,731 | $8,033+8.7% | $7,297+19.6% | $5,851+49.2% |
| Admin fee / account holder | $72,768 | $13,124+454.5% | $10,844+571.1% | $11,601+527.3% |