Filed July 22, 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 | $56,351 | $63,904-11.8% | $89,340-36.9% | $67,986-17.1% |
| Participation rate | 74.6% | 54.3%+20.2pp | 69.6%+5.0pp | 57.2%+17.4pp |
| Annual return | 19.82% | 18.09%+1.7pp | 20.57%-0.8pp | 31.67%-11.8pp |
| Employer contribution / active EE | $2,291 | $1,627+40.8% | $2,231+2.7% | $2,019+13.5% |
| Participant deferral / active EE | $4,364 | $2,691+62.2% | $3,823+14.2% | $3,358+30.0% |
| Admin fee / account holder | $1,845 | $3,315-44.3% | $6,704-72.5% | $3,203-42.4% |