Filed April 26, 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 | $405,598 | $58,234+596.5% | $81,783+395.9% | $80,874+401.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 86.85% | 41.70%+45.1pp | 775.05%-688.2pp | 35.62%+51.2pp |
| Employer contribution / active EE | $7,837 | $2,341+234.7% | $2,913+169.1% | $2,756+184.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,285 | $4,982-54.1% | $7,380-69.0% | $6,935-67.0% |