Filed October 11, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,043 | $101,955-42.1% | $112,923-47.7% | $71,529-17.5% |
| Participation rate | 97.5% | 82.1%+15.4pp | 80.5%+17.0pp | 67.9%+29.6pp |
| Annual return | 75.81% | 28.92%+46.9pp | 34.13%+41.7pp | 28.97%+46.8pp |
| Employer contribution / active EE | $4,703 | $4,743-0.8% | $4,570+2.9% | $2,590+81.6% |
| Participant deferral / active EE | $12,242 | $6,771+80.8% | $6,520+87.8% | $4,291+185.3% |
| Admin fee / account holder | $3,529 | $1,395+153.0% | $7,046-49.9% | $1,588+122.2% |