Filed September 15, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $259,215 | $81,331+218.7% | $155,534+66.7% | $80,935+220.3% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 12.88% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $12,593 | $3,105+305.6% | $4,675+169.4% | $2,757+356.8% |
| Participant deferral / active EE | $7,099 | $3,454+105.5% | $5,630+26.1% | $4,299+65.1% |
| Admin fee / account holder | $11,635 | $7,999+45.5% | $15,900-26.8% | $6,924+68.0% |