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 | $256,024 | $81,870+212.7% | $119,634+114.0% | $68,490+273.8% |
| Participation rate | 95.9% | 71.9%+24.0pp | 79.3%+16.6pp | 67.9%+28.0pp |
| Annual return | -12.23% | -23.82%+11.6pp | -14.98%+2.8pp | -7.85%-4.4pp |
| Employer contribution / active EE | $3,381 | $2,692+25.6% | $4,232-20.1% | $2,597+30.2% |
| Participant deferral / active EE | $7,902 | $4,148+90.5% | $5,601+41.1% | $4,028+96.2% |
| Admin fee / account holder | $5,163 | $6,583-21.6% | $10,329-50.0% | $5,403-4.4% |