Filed October 4, 2023
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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 | $42,272 | $58,726-28.0% | $92,240-54.2% | $62,293-32.1% |
| Participation rate | 93.1% | 68.3%+24.8pp | 76.5%+16.7pp | 69.5%+23.6pp |
| Annual return | 23.94% | 43.62%-19.7pp | 176.29%-152.3pp | 28.90%-5.0pp |
| Employer contribution / active EE | $4,834 | $2,392+102.1% | $3,680+31.4% | $2,042+136.7% |
| Participant deferral / active EE | $4,597 | $2,766+66.2% | $3,897+18.0% | $3,169+45.1% |
| Admin fee / account holder | $4,488 | $556+706.5% | $5,194-13.6% | $479+836.2% |