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 | $439,289 | $106,749+311.5% | $145,433+202.1% | $82,448+432.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.36% | 27.59%-2.2pp | 66.58%-41.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $8,889 | $3,444+158.1% | $4,554+95.2% | $2,551+248.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,224 | $8,390-37.7% | $13,129-60.2% | $7,234-27.8% |