Filed September 11, 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 | $264,233 | $108,825+142.8% | $156,181+69.2% | $82,448+220.5% |
| Participation rate | 83.9% | 72.4%+11.5pp | 78.8%+5.0pp | 68.1%+15.8pp |
| Annual return | 19.44% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $4,605 | $2,870+60.5% | $4,294+7.3% | $2,551+80.5% |
| Participant deferral / active EE | $15,428 | $4,577+237.0% | $6,132+151.6% | $4,139+272.7% |
| Admin fee / account holder | $4,009 | $9,341-57.1% | $14,586-72.5% | $7,234-44.6% |