Filed November 15, 2023
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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 | $49,738 | $45,050+10.4% | $63,018-21.1% | $70,126-29.1% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 11.99% | 18.76%-6.8pp | 87.62%-75.6pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,261 | $2,052+10.2% | $2,761-18.1% | $2,343-3.5% |
| Participant deferral / active EE | $3,951 | $2,466+60.2% | $3,330+18.7% | $3,332+18.6% |
| Admin fee / account holder | $6,954 | $2,834+145.4% | $3,601+93.1% | $4,645+49.7% |