Filed June 27, 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 | $338,234 | $88,710+281.3% | $81,783+313.6% | $145,959+131.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.20% | 1027.26%-1008.1pp | 775.05%-755.9pp | 561.95%-542.7pp |
| Employer contribution / active EE | $1,595 | $3,083-48.3% | $2,913-45.2% | $4,661-65.8% |
| Participant deferral / active EE | $8,691 | $4,645+87.1% | $4,320+101.2% | $6,689+29.9% |
| Admin fee / account holder | $78,216 | $8,407+830.3% | $7,380+959.8% | $13,398+483.8% |