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 | $308,019 | $57,352+437.1% | $83,830+267.4% | $64,173+380.0% |
| Participation rate | 94.5% | 68.6%+25.9pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | -5.31% | 11.38%-16.7pp | 850.97%-856.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $15,508 | $2,546+509.2% | $3,631+327.1% | $2,381+551.4% |
| Participant deferral / active EE | $4,364 | $2,993+45.8% | $4,082+6.9% | $3,470+25.8% |
| Admin fee / account holder | $29,674 | $4,046+633.4% | $5,479+441.6% | $4,887+507.2% |