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 | $274,427 | $91,559+199.7% | $133,978+104.8% | $79,856+243.7% |
| Participation rate | 91.0% | 73.3%+17.7pp | 79.8%+11.2pp | 69.6%+21.4pp |
| Annual return | 14.78% | 61.85%-47.1pp | 45.10%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $7,613 | $2,384+219.4% | $3,919+94.3% | $2,471+208.1% |
| Participant deferral / active EE | $6,833 | $3,734+83.0% | $5,047+35.4% | $3,741+82.7% |
| Admin fee / account holder | $10,716 | $6,321+69.5% | $8,930+20.0% | $5,306+101.9% |