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 | $725,463 | $172,758+319.9% | $149,600+384.9% | $138,895+422.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 10.15% | 181.17%-171.0pp | 129.59%-119.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $15,487 | $4,778+224.1% | $4,193+269.3% | $4,194+269.2% |
| Participant deferral / active EE | $17,050 | $8,180+108.4% | $7,203+136.7% | $6,396+166.6% |
| Admin fee / account holder | $716 | $17,615-95.9% | $13,963-94.9% | $12,562-94.3% |