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 | $763,511 | $106,524+616.7% | $152,301+401.3% | $87,485+772.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.51% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $20,914 | $3,371+520.4% | $4,624+352.2% | $2,596+705.6% |
| Participant deferral / active EE | $16,604 | $6,525+154.5% | $8,004+107.5% | $4,274+288.5% |
| Admin fee / account holder | $42,640 | $8,287+414.6% | $14,398+196.2% | $7,775+448.4% |