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 | $317,373 | $81,504+289.4% | $102,437+209.8% | $80,959+292.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.37% | 25.60%-8.2pp | 24.95%-7.6pp | 35.67%-18.3pp |
| Employer contribution / active EE | $13,629 | $3,104+339.1% | $3,871+252.1% | $2,757+394.3% |
| Participant deferral / active EE | $10,510 | $3,871+171.5% | $5,060+107.7% | $4,300+144.4% |
| Admin fee / account holder | $32,019 | $6,719+376.5% | $8,388+281.7% | $6,925+362.3% |