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 | $90,674+379.6% | $96,707+349.7% | $82,448+427.5% |
| Participation rate | 96.3% | 75.9%+20.3pp | 80.4%+15.9pp | 68.1%+28.2pp |
| Annual return | 16.74% | 49.05%-32.3pp | 34.78%-18.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $20,803 | $3,975+423.4% | $4,191+396.4% | $2,551+715.5% |
| Participant deferral / active EE | $8,189 | $5,696+43.8% | $5,997+36.6% | $4,139+97.8% |
| Admin fee / account holder | $4,373 | $7,568-42.2% | $7,503-41.7% | $7,234-39.6% |