Filed January 26, 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 | $701,272 | $101,795+588.9% | $165,100+324.8% | $80,959+766.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 27.05% | 16.73%+10.3pp | 70.21%-43.2pp | 35.67%-8.6pp |
| Employer contribution / active EE | $15,787 | $2,954+434.5% | $4,348+263.1% | $2,757+472.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $86,910 | $8,221+957.2% | $12,696+584.6% | $6,925+1155.0% |