Filed May 5, 2023 (most recent of 2 filings on file)
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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 | $313,263 | $101,795+207.7% | $165,100+89.7% | $80,959+286.9% |
| Participation rate | 94.7% | 71.8%+22.9pp | 78.6%+16.1pp | 67.7%+27.1pp |
| Annual return | 11.31% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,839 | $2,954+30.0% | $4,348-11.7% | $2,757+39.2% |
| Participant deferral / active EE | $9,337 | $4,476+108.6% | $6,035+54.7% | $4,300+117.1% |
| Admin fee / account holder | $8,099 | $8,221-1.5% | $12,696-36.2% | $6,925+16.9% |