Filed April 24, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $325,398 | $54,355+498.7% | $82,744+293.3% | $68,486+375.1% |
| Participation rate | 91.9% | 63.9%+28.0pp | 72.6%+19.3pp | 67.9%+24.0pp |
| Annual return | -15.47% | -13.67%-1.8pp | 702.22%-717.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $27,172 | $2,219+1124.7% | $3,008+803.3% | $2,597+946.4% |
| Participant deferral / active EE | $13,941 | $3,246+329.4% | $4,395+217.2% | $4,028+246.1% |
| Admin fee / account holder | $61,974 | $4,397+1309.6% | $5,325+1063.9% | $5,404+1046.9% |