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 | $308,160 | $82,678+272.7% | $125,391+145.8% | $68,490+349.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 36.78% | -5.97%+42.7pp | 572.41%-535.6pp | -7.85%+44.6pp |
| Employer contribution / active EE | $13,750 | $3,382+306.5% | $4,816+185.5% | $2,597+429.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,553 | $6,277-59.3% | $10,009-74.5% | $5,403-52.7% |