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 | $58,311+595.6% | $81,882+395.3% | $80,959+401.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 86.85% | 41.85%+45.0pp | 779.47%-692.6pp | 35.67%+51.2pp |
| Employer contribution / active EE | $7,837 | $2,347+234.0% | $2,916+168.8% | $2,757+184.2% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,285 | $4,752-51.9% | $7,360-68.9% | $6,925-67.0% |