Filed April 1, 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 | $252,648 | $97,550+159.0% | $120,344+109.9% | $87,485+188.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.23% | 18.41%-1.2pp | 20.30%-3.1pp | 26.06%-8.8pp |
| Employer contribution / active EE | $4,907 | $2,291+114.2% | $3,020+62.5% | $2,596+89.0% |
| Participant deferral / active EE | $9,643 | $4,230+128.0% | $5,135+87.8% | $4,274+125.6% |
| Admin fee / account holder | $2,499 | $9,543-73.8% | $12,742-80.4% | $7,775-67.9% |