Filed March 27, 2023 (most recent of 3 filings on file)
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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 | $402,129 | $51,638+678.8% | $68,368+488.2% | $82,448+387.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.86% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $37,787 | $2,047+1746.4% | $2,649+1326.5% | $2,551+1381.3% |
| Participant deferral / active EE | $14,145 | $2,914+385.5% | $4,123+243.1% | $4,139+241.7% |
| Admin fee / account holder | $15,458 | $4,643+232.9% | $5,150+200.2% | $7,234+113.7% |