Filed March 4, 2022
Total covered: 2 employees
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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 | $326,756 | $102,422+219.0% | $147,117+122.1% | $80,959+303.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.00% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $28,156 | $3,717+657.4% | $4,932+470.8% | $2,757+921.2% |
| Participant deferral / active EE | $11,565 | $6,652+73.8% | $8,065+43.4% | $4,300+168.9% |
| Admin fee / account holder | $106,480 | $7,953+1238.8% | $12,993+719.5% | $6,925+1437.5% |