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 | $108,897+25.1% | $100,378+35.7% | $145,877-6.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 58.17%-38.6pp | 49.41%-29.8pp | 551.28%-531.7pp |
| Employer contribution / active EE | $17,479 | $4,420+295.4% | $3,942+343.4% | $4,663+274.8% |
| Participant deferral / active EE | $23,834 | $8,455+181.9% | $8,087+194.7% | $6,691+256.2% |
| Admin fee / account holder | $7,090 | $9,690-26.8% | $7,899-10.2% | $13,402-47.1% |