Filed June 3, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $307,938 | $72,273+326.1% | $101,275+204.1% | $79,856+285.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.87% | 22.30%-6.4pp | 46.48%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $4,903 | $2,691+82.2% | $3,660+33.9% | $2,471+98.4% |
| Participant deferral / active EE | $6,261 | $3,282+90.8% | $4,371+43.2% | $3,741+67.4% |
| Admin fee / account holder | $19,367 | $4,401+340.0% | $5,948+225.6% | $5,306+265.0% |