Filed March 14, 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 | $49,159 | $99,957-50.8% | $149,745-67.2% | $73,497-33.1% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 18.60% | 53.87%-35.3pp | 276.72%-258.1pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,933 | $3,191-39.4% | $4,646-58.4% | $2,270-14.9% |
| Participant deferral / active EE | $7,730 | $6,073+27.3% | $6,843+13.0% | $3,740+106.7% |
| Admin fee / account holder | $1,503 | $551+172.9% | $9,312-83.9% | $513+192.9% |