Filed June 3, 2023 (most recent of 3 filings on file)
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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 | $325,278 | $89,259+264.4% | $107,187+203.5% | $82,637+293.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.95% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,610 | $3,080-47.7% | $3,782-57.4% | $2,552-36.9% |
| Participant deferral / active EE | $7,065 | $4,037+75.0% | $5,096+38.6% | $4,126+71.2% |
| Admin fee / account holder | $23,396 | $7,381+217.0% | $9,162+155.4% | $7,339+218.8% |