Filed January 31, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $62,452 | $78,428-20.4% | $95,960-34.9% | $79,852-21.8% |
| Participation rate | 97.8% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 18.44% | 19.37%-0.9pp | 91.63%-73.2pp | 31.72%-13.3pp |
| Employer contribution / active EE | $2,745 | $1,945+41.1% | $2,541+8.0% | $2,471+11.1% |
| Participant deferral / active EE | $5,978 | $3,440+73.8% | $4,167+43.5% | $3,740+59.8% |
| Admin fee / account holder | $1,891 | $5,622-66.4% | $6,797-72.2% | $5,306-64.4% |