Filed June 23, 2023
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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 | $762,312 | $160,040+376.3% | $147,096+418.2% | $145,877+422.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.94% | 98.49%-55.6pp | 419.75%-376.8pp | 551.28%-508.3pp |
| Employer contribution / active EE | $29,028 | $5,289+448.8% | $4,936+488.1% | $4,663+522.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $25,117 | $15,050+66.9% | $13,005+93.1% | $13,402+87.4% |