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 | $341,005 | $167,533+103.5% | $151,645+124.9% | $134,545+153.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.07% | 7.81%-28.9pp | 3.34%-24.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $8,677 | $6,828+27.1% | $6,165+40.7% | $4,742+83.0% |
| Participant deferral / active EE | $12,873 | $8,985+43.3% | $8,363+53.9% | $6,401+101.1% |
| Admin fee / account holder | $76,061 | $13,781+451.9% | $11,614+554.9% | $11,431+565.4% |