Filed January 2, 2024
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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 | $354,405 | $102,422+246.0% | $147,117+140.9% | $80,959+337.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.28% | 135.16%-113.9pp | 420.54%-399.3pp | 35.67%-14.4pp |
| Employer contribution / active EE | $9,524 | $3,717+156.2% | $4,932+93.1% | $2,757+245.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,362 | $7,953-70.3% | $12,993-81.8% | $6,925-65.9% |