Filed September 27, 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 | $320,983 | $185,856+72.7% | $170,028+88.8% | $139,456+130.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.03% | 60.52%-47.5pp | 53.39%-40.4pp | 373.45%-360.4pp |
| Employer contribution / active EE | $8,834 | $7,593+16.3% | $6,788+30.1% | $4,753+85.9% |
| Participant deferral / active EE | $11,836 | $11,623+1.8% | $10,409+13.7% | $6,711+76.4% |
| Admin fee / account holder | $926 | $15,387-94.0% | $12,820-92.8% | $11,407-91.9% |