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 | $58,258+493.4% | $81,820+322.5% | $80,925+327.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.59% | 41.76%-28.2pp | 777.93%-764.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $30,066 | $2,345+1181.9% | $2,915+931.4% | $2,756+990.8% |
| Participant deferral / active EE | $15,208 | $3,284+363.1% | $4,323+251.8% | $4,299+253.8% |
| Admin fee / account holder | $81,776 | $4,976+1543.3% | $7,391+1006.5% | $6,940+1078.3% |