Filed July 14, 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 | $248,730 | $78,690+216.1% | $161,489+54.0% | $87,485+184.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 71.33% | 32.74%+38.6pp | 89.72%-18.4pp | 26.06%+45.3pp |
| Employer contribution / active EE | $10,000 | $2,588+286.4% | $4,268+134.3% | $2,596+285.2% |
| Participant deferral / active EE | $18,268 | $3,311+451.8% | $5,630+224.5% | $4,274+327.5% |
| Admin fee / account holder | $23,835 | $6,724+254.5% | $16,006+48.9% | $7,775+206.6% |