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 | $108,912+25.1% | $100,383+35.7% | $145,959-6.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 57.96%-38.4pp | 49.26%-29.7pp | 561.95%-542.4pp |
| Employer contribution / active EE | $17,479 | $4,423+295.2% | $3,944+343.2% | $4,661+275.0% |
| Participant deferral / active EE | $23,834 | $8,451+182.0% | $8,086+194.8% | $6,689+256.3% |
| Admin fee / account holder | $7,090 | $9,690-26.8% | $7,900-10.2% | $13,398-47.1% |