Filed February 29, 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 | $65,865 | $81,233-18.9% | $155,567-57.7% | $80,874-18.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.94% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $8,018 | $3,101+158.6% | $4,674+71.5% | $2,756+191.0% |
| Participant deferral / active EE | $11,429 | $3,452+231.1% | $5,628+103.1% | $4,297+166.0% |
| Admin fee / account holder | $2,138 | $7,998-73.3% | $15,916-86.6% | $6,935-69.2% |