Filed December 19, 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 | $295,352 | $102,422+188.4% | $147,117+100.8% | $80,959+264.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.51% | 135.16%-111.6pp | 420.54%-397.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $4,893 | $3,717+31.6% | $4,932-0.8% | $2,757+77.5% |
| Participant deferral / active EE | $10,429 | $6,652+56.8% | $8,065+29.3% | $4,300+142.5% |
| Admin fee / account holder | $13,362 | $7,953+68.0% | $12,993+2.8% | $6,925+92.9% |