Filed August 29, 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 | $54,951 | $137,414-60.0% | $189,537-71.0% | $85,847-36.0% |
| Participation rate | 92.9% | 84.6%+8.2pp | 87.8%+5.1pp | 69.3%+23.5pp |
| Annual return | 13.62% | 38.14%-24.5pp | 555.34%-541.7pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,867 | $6,260-22.3% | $8,220-40.8% | $3,952+23.1% |
| Admin fee / account holder | $2,419 | $8,630-72.0% | $12,048-79.9% | $6,261-61.4% |