Filed September 15, 2023 (most recent of 2 filings on file)
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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 | $284,960 | $84,236+238.3% | $170,439+67.2% | $70,124+306.4% |
| Participation rate | 86.2% | 70.8%+15.4pp | 83.6%+2.6pp | 69.5%+16.7pp |
| Annual return | 15.23% | 23.06%-7.8pp | 205.94%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $11,434 | $3,387+237.6% | $5,433+110.5% | $2,342+388.1% |
| Participant deferral / active EE | $6,161 | $3,086+99.7% | $4,939+24.7% | $3,332+84.9% |
| Admin fee / account holder | $2,423 | $5,698-57.5% | $13,881-82.5% | $4,645-47.8% |