Filed January 2, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $283,145 | $105,200+169.1% | $159,474+77.5% | $85,847+229.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 30.48% | 45.08%-14.6pp | 263.68%-233.2pp | 318.61%-288.1pp |
| Employer contribution / active EE | $16,129 | $3,319+386.0% | $4,831+233.9% | $2,565+528.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,716 | $6,934-60.8% | $10,802-74.9% | $6,261-56.6% |