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 | $424,803 | $184,000+130.9% | $162,185+161.9% | $152,909+177.8% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.5%+12.3pp |
| Annual return | 23.51% | 150.80%-127.3pp | 115.61%-92.1pp | 345.46%-322.0pp |
| Employer contribution / active EE | $7,482 | $6,370+17.5% | $5,613+33.3% | $4,764+57.1% |
| Participant deferral / active EE | $13,389 | $8,033+66.7% | $7,297+83.5% | $5,851+128.8% |
| Admin fee / account holder | $12,253 | $13,124-6.6% | $10,844+13.0% | $11,601+5.6% |