Filed January 16, 2023
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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 | $565,222 | $101,752+455.5% | $164,928+242.7% | $80,911+598.6% |
| Participation rate | 70.3% | 71.8%-1.6pp | 78.6%-8.3pp | 67.6%+2.6pp |
| Annual return | 31.01% | 16.73%+14.3pp | 70.08%-39.1pp | 35.63%-4.6pp |
| Employer contribution / active EE | $21,668 | $2,953+633.7% | $4,343+398.9% | $2,756+686.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $114,836 | $8,218+1297.4% | $12,684+805.3% | $6,935+1556.0% |