Filed July 21, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,290 | $93,182-3.1% | $146,647-38.4% | $79,389+13.7% |
| Participation rate | 88.7% | 76.4%+12.3pp | 80.1%+8.6pp | 70.7%+18.0pp |
| Annual return | 13.58% | 21.61%-8.0pp | 22.75%-9.2pp | 116.89%-103.3pp |
| Employer contribution / active EE | $1,042 | $2,420-56.9% | $4,137-74.8% | $2,428-57.1% |
| Participant deferral / active EE | $3,589 | $4,169-13.9% | $5,506-34.8% | $4,046-11.3% |
| Admin fee / account holder | $3,020 | $585+416.2% | $10,281-70.6% | $626+382.1% |