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 | $81,476+583.6% | $102,383+444.0% | $80,925+588.2% |
| Participation rate | 87.7% | 66.8%+20.8pp | 74.5%+13.2pp | 67.7%+20.0pp |
| Annual return | 14.95% | 25.59%-10.6pp | 24.94%-10.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $22,254 | $3,105+616.8% | $3,870+475.0% | $2,756+707.4% |
| Participant deferral / active EE | $5,500 | $3,871+42.1% | $5,060+8.7% | $4,299+27.9% |
| Admin fee / account holder | $66,240 | $6,717+886.1% | $8,391+689.4% | $6,940+854.5% |