Filed May 6, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $45,423 | $80,763-43.8% | $102,412-55.6% | $74,459-39.0% |
| Participation rate | 80.4% | 65.7%+14.7pp | 74.5%+5.9pp | 67.2%+13.2pp |
| Annual return | 15.01% | 27.57%-12.6pp | 24.94%-9.9pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $2,007 | $3,160-36.5% | $3,870-48.1% | $2,626-23.6% |
| Participant deferral / active EE | $3,604 | $3,862-6.7% | $5,060-28.8% | $4,350-17.1% |
| Admin fee / account holder | $4,220 | $2,371+78.0% | $8,388-49.7% | $1,945+117.0% |