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 | $81,446+583.8% | $103,374+438.8% | $80,874+588.7% |
| Participation rate | 87.7% | 66.9%+20.8pp | 74.5%+13.2pp | 67.6%+20.0pp |
| Annual return | 14.95% | 25.57%-10.6pp | 24.89%-9.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $22,254 | $3,107+616.2% | $3,869+475.1% | $2,756+707.6% |
| Participant deferral / active EE | $5,500 | $3,870+42.1% | $5,058+8.7% | $4,297+28.0% |
| Admin fee / account holder | $66,240 | $6,715+886.5% | $8,394+689.1% | $6,935+855.1% |