Filed December 17, 2024 (most recent of 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,997 | $95,188+345.4% | $76,518+454.1% | $135,380+213.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.88% | 4.85%-5.7pp | -0.27%-0.6pp | 519.81%-520.7pp |
| Employer contribution / active EE | $22,864 | $3,303+592.3% | $2,647+763.7% | $4,779+378.4% |
| Participant deferral / active EE | $7,488 | $4,640+61.4% | $3,836+95.2% | $5,609+33.5% |
| Admin fee / account holder | $5,875 | $6,249-6.0% | $4,849+21.2% | $10,828-45.7% |