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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510,310 | $81,870+523.3% | $119,634+326.6% | $68,490+645.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 34.36% | -23.82%+58.2pp | -14.98%+49.3pp | -7.85%+42.2pp |
| Employer contribution / active EE | $14,455 | $2,692+437.0% | $4,232+241.5% | $2,597+456.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24,601 | $6,583+273.7% | $10,329+138.2% | $5,403+355.3% |