Filed October 1, 2024 (most recent of 5 filings on file)
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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 | $61,210 | $109,359-44.0% | $162,177-62.3% | $72,975-16.1% |
| Participation rate | 95.6% | 84.3%+11.4pp | 87.6%+8.1pp | 69.5%+26.1pp |
| Annual return | 22.83% | 25.46%-2.6pp | 115.60%-92.8pp | 81.01%-58.2pp |
| Employer contribution / active EE | $4,082 | $3,907+4.5% | $5,613-27.3% | $2,440+67.3% |
| Participant deferral / active EE | $4,210 | $5,481-23.2% | $7,297-42.3% | $3,608+16.7% |
| Admin fee / account holder | $3,380 | $7,972-57.6% | $10,843-68.8% | $5,124-34.0% |