Filed February 16, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $448,199 | $72,272+520.2% | $101,264+342.6% | $79,858+461.2% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.8%+22.7pp | 69.6%+28.8pp |
| Annual return | 20.38% | 22.30%-1.9pp | 46.48%-26.1pp | 31.72%-11.3pp |
| Employer contribution / active EE | $11,472 | $2,692+326.2% | $3,660+213.5% | $2,471+364.3% |
| Participant deferral / active EE | $4,750 | $3,282+44.8% | $4,370+8.7% | $3,740+27.0% |
| Admin fee / account holder | $33,070 | $4,401+651.5% | $5,947+456.1% | $5,306+523.3% |