Filed October 23, 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 | $554,884 | $209,336+165.1% | $197,124+181.5% | $137,256+304.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.31% | 48.09%-34.8pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $10,447 | $6,591+58.5% | $6,227+67.8% | $4,156+151.4% |
| Participant deferral / active EE | $14,668 | $9,614+52.6% | $9,135+60.6% | $6,407+129.0% |
| Admin fee / account holder | $22,907 | $17,308+32.4% | $16,298+40.6% | $12,270+86.7% |