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 | $414,203 | $99,994+314.2% | $146,643+182.5% | $85,847+382.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 50.18% | 18.93%+31.2pp | 22.75%+27.4pp | 318.61%-268.4pp |
| Employer contribution / active EE | $4,273 | $2,559+67.0% | $4,137+3.3% | $2,565+66.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $25,649 | $7,703+233.0% | $10,280+149.5% | $6,261+309.7% |