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 | $93,692+364.2% | $116,538+273.2% | $86,983+400.0% |
| Participation rate | 96.3% | 79.6%+16.7pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 16.74% | 26.00%-9.3pp | 17.97%-1.2pp | 25.83%-9.1pp |
| Employer contribution / active EE | $20,803 | $3,831+443.0% | $4,541+358.1% | $2,584+704.9% |
| Participant deferral / active EE | $8,189 | $5,612+45.9% | $6,207+31.9% | $4,194+95.3% |
| Admin fee / account holder | $4,373 | $7,586-42.4% | $8,737-50.0% | $7,856-44.3% |