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 | $160,028+376.4% | $147,080+418.3% | $145,884+422.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.94% | 98.60%-55.7pp | 420.17%-377.2pp | 551.85%-508.9pp |
| Employer contribution / active EE | $29,028 | $5,286+449.2% | $4,933+488.4% | $4,662+522.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,117 | $15,030+67.1% | $12,989+93.4% | $13,392+87.6% |