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 | $471,028 | $138,102+241.1% | $125,381+275.7% | $134,532+250.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.71% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $15,334 | $5,245+192.3% | $4,815+218.4% | $4,741+223.4% |
| Participant deferral / active EE | $13,423 | $7,801+72.1% | $7,448+80.2% | $6,401+109.7% |
| Admin fee / account holder | $9,076 | $11,568-21.5% | $10,007-9.3% | $11,429-20.6% |