Filed January 3, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,958 | $52,639+78.5% | $185,117-49.2% | $62,293+50.8% |
| Participation rate | 78.8% | 63.9%+14.9pp | 77.3%+1.5pp | 69.5%+9.3pp |
| Annual return | 19.22% | 19.57%-0.4pp | 40.50%-21.3pp | 28.90%-9.7pp |
| Employer contribution / active EE | $4,474 | $1,483+201.8% | $4,182+7.0% | $2,042+119.1% |
| Participant deferral / active EE | $6,397 | $3,097+106.6% | $5,045+26.8% | $3,169+101.9% |
| Admin fee / account holder | $7,445 | $374+1892.4% | $8,159-8.8% | $479+1453.1% |