Filed August 28, 2023
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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 | $268,604 | $108,825+146.8% | $156,181+72.0% | $82,448+225.8% |
| Participation rate | 95.2% | 72.4%+22.9pp | 78.8%+16.4pp | 68.1%+27.2pp |
| Annual return | 17.21% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $10,724 | $2,870+273.7% | $4,294+149.7% | $2,551+320.4% |
| Participant deferral / active EE | $5,555 | $4,577+21.4% | $6,132-9.4% | $4,139+34.2% |
| Admin fee / account holder | $4,921 | $9,341-47.3% | $14,586-66.3% | $7,234-32.0% |