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 | $93,345+248.5% | $119,126+173.1% | $87,485+271.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.95% | 19.08%-5.1pp | 282.11%-268.2pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,610 | $3,172-49.2% | $4,034-60.1% | $2,596-38.0% |
| Participant deferral / active EE | $7,065 | $4,099+72.4% | $5,318+32.9% | $4,274+65.3% |
| Admin fee / account holder | $23,396 | $8,039+191.0% | $10,693+118.8% | $7,775+200.9% |