Filed October 17, 2023
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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 | $325,412 | $88,672+267.0% | $105,223+209.3% | $82,448+294.7% |
| Participation rate | 79.4% | 67.9%+11.5pp | 75.0%+4.4pp | 68.1%+11.3pp |
| Annual return | 15.78% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,870 | $3,048+27.0% | $3,689+4.9% | $2,551+51.7% |
| Participant deferral / active EE | $7,058 | $4,036+74.9% | $5,072+39.2% | $4,139+70.5% |
| Admin fee / account holder | $10,454 | $7,146+46.3% | $8,859+18.0% | $7,234+44.5% |