Filed January 12, 2023 (most recent of 3 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,212 | $138,393-3.0% | $184,256-27.2% | $80,959+65.8% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.7%+21.7pp |
| Annual return | 12.19% | 20.01%-7.8pp | 28.85%-16.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $6,817 | $4,847+40.6% | $6,427+6.1% | $2,757+147.3% |
| Participant deferral / active EE | $5,745 | $7,076-18.8% | $9,133-37.1% | $4,300+33.6% |
| Admin fee / account holder | $21,461 | $10,489+104.6% | $13,899+54.4% | $6,925+209.9% |