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 | $452,717 | $45,872+886.9% | $77,096+487.2% | $68,486+561.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -8.82% | 1.73%-10.5pp | 42.35%-51.2pp | -7.85%-1.0pp |
| Employer contribution / active EE | $25,207 | $1,650+1428.1% | $2,814+795.6% | $2,597+870.7% |
| Participant deferral / active EE | $6,284 | $2,963+112.1% | $4,429+41.9% | $4,028+56.0% |
| Admin fee / account holder | $25,262 | $3,041+730.7% | $5,428+365.4% | $5,404+367.5% |