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 | $111,755 | $105,145+6.3% | $94,664+18.1% | $139,466-19.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.76% | 38.09%-12.3pp | 156.84%-131.1pp | 373.66%-347.9pp |
| Employer contribution / active EE | $10,441 | $4,107+154.2% | $3,673+184.3% | $4,754+119.6% |
| Participant deferral / active EE | $19,518 | $7,599+156.9% | $7,417+163.1% | $6,712+190.8% |
| Admin fee / account holder | $5,210 | $8,972-41.9% | $7,222-27.9% | $11,409-54.3% |