Filed February 7, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,211 | $108,942+25.0% | $100,415+35.6% | $145,897-6.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 58.27%-38.7pp | 49.47%-29.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $17,479 | $4,422+295.3% | $3,943+343.3% | $4,663+274.9% |
| Participant deferral / active EE | $23,834 | $8,461+181.7% | $8,091+194.6% | $6,689+256.3% |
| Admin fee / account holder | $7,090 | $9,702-26.9% | $7,906-10.3% | $13,390-47.0% |