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 | $102,429+246.0% | $147,096+140.9% | $80,925+337.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.28% | 135.02%-113.7pp | 419.75%-398.5pp | 35.65%-14.4pp |
| Employer contribution / active EE | $9,524 | $3,716+156.3% | $4,936+92.9% | $2,756+245.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,362 | $7,957-70.3% | $13,005-81.8% | $6,940-66.0% |