Filed July 10, 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 | $450,527 | $157,304+186.4% | $141,197+219.1% | $152,909+194.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.23% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $11,953 | $5,263+127.1% | $4,736+152.4% | $4,764+150.9% |
| Participant deferral / active EE | $10,688 | $7,111+50.3% | $6,710+59.3% | $5,851+82.7% |
| Admin fee / account holder | $2,447 | $12,126-79.8% | $10,265-76.2% | $11,601-78.9% |