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 | $160,070+376.2% | $147,117+418.2% | $145,897+422.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.94% | 98.69%-55.7pp | 420.54%-377.6pp | 552.29%-509.4pp |
| Employer contribution / active EE | $29,028 | $5,285+449.3% | $4,932+488.5% | $4,663+522.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,117 | $15,035+67.1% | $12,993+93.3% | $13,390+87.6% |