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 | $331,810 | $57,305+479.0% | $86,640+283.0% | $75,173+341.4% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.2pp |
| Annual return | 17.51% | 2674.24%-2656.7pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $27,816 | $2,316+1100.9% | $3,024+819.8% | $2,671+941.4% |
| Participant deferral / active EE | $15,069 | $3,320+354.0% | $4,438+239.5% | $4,126+265.2% |
| Admin fee / account holder | $40,523 | $4,116+884.5% | $5,616+621.6% | $5,651+617.2% |