Filed November 6, 2023 (most recent of 2 filings on file)
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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 | $276,619 | $102,429+170.1% | $147,096+88.1% | $80,925+241.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.70% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $8,082 | $3,716+117.5% | $4,936+63.7% | $2,756+193.2% |
| Participant deferral / active EE | $12,049 | $6,649+81.2% | $8,071+49.3% | $4,299+180.3% |
| Admin fee / account holder | $10,738 | $7,957+34.9% | $13,005-17.4% | $6,940+54.7% |