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 | $345,612 | $89,515+286.1% | $103,486+234.0% | $80,935+327.0% |
| Participation rate | 96.4% | 76.0%+20.4pp | 80.5%+15.8pp | 67.7%+28.7pp |
| Annual return | 22.04% | 22.82%-0.8pp | 23.93%-1.9pp | 35.66%-13.6pp |
| Employer contribution / active EE | $19,169 | $4,015+377.4% | $4,679+309.6% | $2,757+595.4% |
| Participant deferral / active EE | $6,930 | $5,463+26.9% | $6,628+4.6% | $4,299+61.2% |
| Admin fee / account holder | $3,865 | $6,527-40.8% | $9,354-58.7% | $6,924-44.2% |