Filed December 15, 2021 (most recent of 4 filings on file)
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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 | $339,917 | $160,059+112.4% | $140,019+142.8% | $135,380+151.1% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -4.04% | 911.48%-915.5pp | 651.17%-655.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $7,299 | $6,420+13.7% | $5,605+30.2% | $4,779+52.7% |
| Participant deferral / active EE | $12,133 | $7,641+58.8% | $6,927+75.2% | $5,609+116.3% |
| Admin fee / account holder | $15,900 | $13,328+19.3% | $10,705+48.5% | $10,828+46.8% |