Filed August 8, 2024
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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 | $633,189 | $173,526+264.9% | $136,072+365.3% | $145,884+334.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.19% | 1167.12%-1151.9pp | 580.46%-565.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $13,781 | $5,285+160.8% | $4,216+226.9% | $4,662+195.6% |
| Participant deferral / active EE | $16,229 | $8,711+86.3% | $7,028+130.9% | $6,690+142.6% |
| Admin fee / account holder | $658 | $9,665-93.2% | $6,718-90.2% | $13,392-95.1% |