Filed November 28, 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 | $434,899 | $96,052+352.8% | $118,106+268.2% | $87,485+397.1% |
| Participation rate | 96.3% | 77.0%+19.3pp | 81.9%+14.4pp | 68.9%+27.4pp |
| Annual return | 16.74% | 24.16%-7.4pp | 19.44%-2.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $20,803 | $3,939+428.1% | $4,698+342.8% | $2,596+701.3% |
| Participant deferral / active EE | $8,189 | $5,793+41.4% | $6,619+23.7% | $4,274+91.6% |
| Admin fee / account holder | $4,373 | $7,618-42.6% | $8,973-51.3% | $7,775-43.8% |