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 | $81,262-18.9% | $155,602-57.7% | $80,911-18.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.94% | 33.34%-17.4pp | 64.81%-48.9pp | 35.63%-19.7pp |
| Employer contribution / active EE | $8,018 | $3,102+158.5% | $4,675+71.5% | $2,756+190.9% |
| Participant deferral / active EE | $11,429 | $3,451+231.1% | $5,629+103.0% | $4,297+166.0% |
| Admin fee / account holder | $2,138 | $7,992-73.2% | $15,923-86.6% | $6,935-69.2% |