Filed September 6, 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 | $73,712 | $82,674-10.8% | $125,381-41.2% | $68,486+7.6% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -16.12% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $5,990 | $3,382+77.1% | $4,815+24.4% | $2,597+130.7% |
| Participant deferral / active EE | $6,220 | $6,111+1.8% | $7,448-16.5% | $4,028+54.4% |
| Admin fee / account holder | $15,249 | $6,277+142.9% | $10,007+52.4% | $5,404+182.2% |