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 | $265,360 | $103,966+155.2% | $112,923+135.0% | $75,177+253.0% |
| Participation rate | 96.3% | 75.7%+20.6pp | 80.5%+15.7pp | 67.2%+29.1pp |
| Annual return | 24.19% | 24.54%-0.3pp | 34.13%-9.9pp | 160.75%-136.6pp |
| Employer contribution / active EE | $18,266 | $3,870+372.0% | $4,570+299.7% | $2,671+583.8% |
| Participant deferral / active EE | $6,336 | $5,456+16.1% | $6,520-2.8% | $4,126+53.6% |
| Admin fee / account holder | $7,022 | $7,663-8.4% | $7,046-0.3% | $5,651+24.3% |