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 | $101,778+207.8% | $164,975+89.9% | $80,925+287.1% |
| Participation rate | 94.7% | 71.8%+22.9pp | 78.6%+16.1pp | 67.7%+27.1pp |
| Annual return | 11.31% | 16.73%-5.4pp | 70.12%-58.8pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,839 | $2,954+30.0% | $4,343-11.6% | $2,756+39.3% |
| Participant deferral / active EE | $9,337 | $4,477+108.6% | $6,033+54.8% | $4,299+117.2% |
| Admin fee / account holder | $8,099 | $8,221-1.5% | $12,688-36.2% | $6,940+16.7% |