Filed April 24, 2023 (most recent of 3 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 | $345,700 | $58,234+493.6% | $81,783+322.7% | $80,874+327.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.59% | 41.70%-28.1pp | 775.05%-761.5pp | 35.62%-22.0pp |
| Employer contribution / active EE | $30,066 | $2,341+1184.1% | $2,913+932.3% | $2,756+991.1% |
| Participant deferral / active EE | $15,208 | $3,283+363.3% | $4,320+252.0% | $4,297+253.9% |
| Admin fee / account holder | $81,776 | $4,982+1541.6% | $7,380+1008.1% | $6,935+1079.1% |