Filed October 23, 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 | $68,217 | $64,909+5.1% | $82,312-17.1% | $62,293+9.5% |
| Participation rate | 90.6% | 74.9%+15.7pp | 76.9%+13.7pp | 69.5%+21.1pp |
| Annual return | 17.42% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,294 | $1,676+36.9% | $2,428-5.5% | $2,042+12.3% |
| Participant deferral / active EE | $2,995 | $3,103-3.5% | $3,706-19.2% | $3,169-5.5% |
| Admin fee / account holder | $1,264 | $440+187.6% | $5,608-77.5% | $479+163.8% |