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 | $528,774 | $176,105+200.3% | $159,474+231.6% | $167,536+215.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.70% | 331.91%-317.2pp | 263.68%-249.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $33,974 | $5,299+541.2% | $4,831+603.3% | $4,839+602.1% |
| Participant deferral / active EE | $9,925 | $7,751+28.0% | $7,353+35.0% | $6,342+56.5% |
| Admin fee / account holder | $7,246 | $12,559-42.3% | $10,802-32.9% | $12,315-41.2% |