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 | $287,595 | $54,763+425.2% | $90,324+218.4% | $72,976+294.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.19% | 30.63%-6.4pp | 78.15%-54.0pp | 81.02%-56.8pp |
| Employer contribution / active EE | $30,805 | $2,093+1371.6% | $2,856+978.7% | $2,440+1162.5% |
| Participant deferral / active EE | $11,258 | $2,887+289.9% | $3,885+189.7% | $3,608+212.0% |
| Admin fee / account holder | $67,921 | $3,973+1609.4% | $5,356+1168.2% | $5,124+1225.5% |