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 | $332,565 | $160,059+107.8% | $140,019+137.5% | $135,380+145.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.74% | 911.48%-917.2pp | 651.17%-656.9pp | 519.81%-525.6pp |
| Employer contribution / active EE | $7,732 | $6,420+20.4% | $5,605+37.9% | $4,779+61.8% |
| Participant deferral / active EE | $10,624 | $7,641+39.0% | $6,927+53.4% | $5,609+89.4% |
| Admin fee / account holder | $2,974 | $13,328-77.7% | $10,705-72.2% | $10,828-72.5% |