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 | $289,583 | $99,994+189.6% | $146,647+97.5% | $85,851+237.3% |
| Participation rate | 91.7% | 73.1%+18.6pp | 80.1%+11.6pp | 69.3%+22.3pp |
| Annual return | 14.51% | 18.93%-4.4pp | 22.75%-8.2pp | 318.63%-304.1pp |
| Employer contribution / active EE | $10,044 | $2,559+292.5% | $4,137+142.8% | $2,565+291.5% |
| Participant deferral / active EE | $6,722 | $4,006+67.8% | $5,506+22.1% | $3,952+70.1% |
| Admin fee / account holder | $12,646 | $7,703+64.2% | $10,281+23.0% | $6,261+102.0% |