Filed June 7, 2023
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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 | $268,725 | $88,672+203.1% | $105,223+155.4% | $82,448+225.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 43.70% | 30.86%+12.8pp | 180.65%-136.9pp | 41.64%+2.1pp |
| Employer contribution / active EE | $15,743 | $3,048+416.5% | $3,689+326.8% | $2,551+517.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,013 | $7,146+12.1% | $8,859-9.5% | $7,234+10.8% |