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 | $327,216 | $58,258+461.7% | $81,820+299.9% | $80,925+304.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.34% | 41.76%-25.4pp | 777.93%-761.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $33,617 | $2,345+1333.3% | $2,915+1053.2% | $2,756+1119.7% |
| Participant deferral / active EE | $13,280 | $3,284+304.4% | $4,323+207.2% | $4,299+208.9% |
| Admin fee / account holder | $11,426 | $4,976+129.6% | $7,391+54.6% | $6,940+64.6% |