Filed February 16, 2023 (most recent of 2 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 | $556,943 | $81,504+583.3% | $102,437+443.7% | $80,959+587.9% |
| Participation rate | 87.7% | 66.9%+20.8pp | 74.5%+13.2pp | 67.7%+20.0pp |
| Annual return | 14.95% | 25.60%-10.6pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $22,254 | $3,104+617.1% | $3,871+474.9% | $2,757+707.1% |
| Participant deferral / active EE | $5,500 | $3,871+42.1% | $5,060+8.7% | $4,300+27.9% |
| Admin fee / account holder | $66,240 | $6,719+885.8% | $8,388+689.7% | $6,925+856.5% |