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 | $421,152 | $185,905+126.5% | $170,057+147.7% | $139,487+201.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.77% | 60.56%-35.8pp | 53.42%-28.7pp | 373.84%-349.1pp |
| Employer contribution / active EE | $9,072 | $7,597+19.4% | $6,790+33.6% | $4,755+90.8% |
| Participant deferral / active EE | $13,593 | $11,627+16.9% | $10,411+30.6% | $6,713+102.5% |
| Admin fee / account holder | $2,569 | $15,397-83.3% | $12,826-80.0% | $11,407-77.5% |