Filed October 3, 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 | $375,572 | $71,872+422.6% | $86,691+333.2% | $68,495+448.3% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -17.44% | 3.53%-21.0pp | 35.94%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,987 | $2,173+175.5% | $2,837+111.1% | $2,596+130.6% |
| Participant deferral / active EE | $9,621 | $3,779+154.6% | $4,656+106.6% | $4,028+138.9% |
| Admin fee / account holder | $13,466 | $6,112+120.3% | $7,492+79.7% | $5,403+149.2% |