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 | $461,350 | $201,344+129.1% | $184,243+150.4% | $145,877+216.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.47% | 29.01%-11.5pp | 28.82%-11.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $9,362 | $7,022+33.3% | $6,427+45.7% | $4,663+100.8% |
| Participant deferral / active EE | $12,759 | $9,807+30.1% | $9,132+39.7% | $6,691+90.7% |
| Admin fee / account holder | $4,153 | $16,382-74.7% | $13,914-70.2% | $13,402-69.0% |