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 | $289,951 | $57,305+406.0% | $86,640+234.7% | $75,173+285.7% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 21.66% | 2674.24%-2652.6pp | 592.52%-570.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $31,659 | $2,316+1266.8% | $3,024+946.8% | $2,671+1085.3% |
| Participant deferral / active EE | $13,244 | $3,320+299.0% | $4,438+198.4% | $4,126+221.0% |
| Admin fee / account holder | $8,106 | $4,116+96.9% | $5,616+44.3% | $5,651+43.5% |