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 | $454,586 | $56,134+709.8% | $96,161+372.7% | $85,856+429.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 16.60% | 42.30%-25.7pp | 192.01%-175.4pp | 318.58%-302.0pp |
| Employer contribution / active EE | $26,831 | $1,620+1556.1% | $2,798+858.9% | $2,565+946.0% |
| Participant deferral / active EE | $7,440 | $2,858+160.4% | $4,349+71.1% | $3,952+88.2% |
| Admin fee / account holder | $9,418 | $3,769+149.9% | $5,538+70.0% | $6,261+50.4% |