Filed December 8, 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 | $395,129 | $160,059+146.9% | $140,019+182.2% | $135,380+191.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.75% | 911.48%-917.2pp | 651.17%-656.9pp | 519.81%-525.6pp |
| Employer contribution / active EE | $6,537 | $6,420+1.8% | $5,605+16.6% | $4,779+36.8% |
| Participant deferral / active EE | $10,741 | $7,641+40.6% | $6,927+55.1% | $5,609+91.5% |
| Admin fee / account holder | $15,422 | $13,328+15.7% | $10,705+44.1% | $10,828+42.4% |