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 | $264,374 | $56,894+364.7% | $84,753+211.9% | $62,881+320.4% |
| Participation rate | 91.5% | 68.5%+22.9pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 10.20% | 6.30%+3.9pp | 22.78%-12.6pp | 20.14%-9.9pp |
| Employer contribution / active EE | $14,465 | $2,400+502.8% | $3,574+304.7% | $2,281+534.2% |
| Participant deferral / active EE | $3,553 | $2,709+31.2% | $3,712-4.3% | $3,203+10.9% |
| Admin fee / account holder | $1,193 | $3,581-66.7% | $5,333-77.6% | $4,296-72.2% |