Filed March 5, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $306,664 | $154,228+98.8% | $145,433+110.9% | $137,256+123.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.55% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,452 | $4,804-7.3% | $4,554-2.2% | $4,156+7.1% |
| Participant deferral / active EE | $18,001 | $8,216+119.1% | $7,897+127.9% | $6,407+181.0% |
| Admin fee / account holder | $12,560 | $14,344-12.4% | $13,129-4.3% | $12,270+2.4% |