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 | $280,002 | $65,434+327.9% | $98,483+184.3% | $85,847+226.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.02% | 21.75%-7.7pp | 1494.38%-1480.4pp | 318.61%-304.6pp |
| Employer contribution / active EE | $32,190 | $2,169+1384.2% | $2,961+987.2% | $2,565+1154.8% |
| Participant deferral / active EE | $12,346 | $3,168+289.7% | $4,276+188.7% | $3,952+212.4% |
| Admin fee / account holder | $45,672 | $4,595+893.9% | $5,953+667.2% | $6,261+629.5% |