Filed June 13, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,730 | $55,437-66.2% | $155,534-88.0% | $74,459-74.8% |
| Participation rate | 83.3% | 61.9%+21.4pp | 78.2%+5.1pp | 67.2%+16.1pp |
| Annual return | 20.45% | 269.58%-249.1pp | 64.92%-44.5pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $2,132 | $2,266-5.9% | $4,675-54.4% | $2,626-18.8% |
| Participant deferral / active EE | $3,211 | $2,837+13.2% | $5,630-43.0% | $4,350-26.2% |
| Admin fee / account holder | $1,106 | $1,742-36.5% | $15,900-93.0% | $1,945-43.1% |