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 | $89,259+264.6% | $107,187+203.6% | $82,637+293.8% |
| Participation rate | 79.4% | 67.9%+11.5pp | 75.0%+4.4pp | 68.1%+11.4pp |
| Annual return | 15.78% | 21.02%-5.2pp | 204.55%-188.8pp | 53.51%-37.7pp |
| Employer contribution / active EE | $3,870 | $3,080+25.7% | $3,782+2.3% | $2,552+51.7% |
| Participant deferral / active EE | $7,058 | $4,037+74.8% | $5,096+38.5% | $4,126+71.1% |
| Admin fee / account holder | $10,454 | $7,381+41.6% | $9,162+14.1% | $7,339+42.5% |