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 | $312,849 | $185,905+68.3% | $170,057+84.0% | $139,487+124.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.20% | 60.56%-43.4pp | 53.42%-36.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $8,105 | $7,597+6.7% | $6,790+19.4% | $4,755+70.5% |
| Participant deferral / active EE | $16,524 | $11,627+42.1% | $10,411+58.7% | $6,713+146.2% |
| Admin fee / account holder | $38,976 | $15,397+153.1% | $12,826+203.9% | $11,407+241.7% |