Filed June 3, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,977 | $50,150+5.6% | $149,723-64.6% | $80,169-33.9% |
| Participation rate | 94.9% | 64.3%+30.6pp | 78.8%+16.1pp | 72.9%+22.0pp |
| Annual return | 6102.60% | 29.80%+6072.8pp | 134.50%+5968.1pp | 40.39%+6062.2pp |
| Employer contribution / active EE | $4,778 | $1,868+155.7% | $4,821-0.9% | $2,978+60.4% |
| Participant deferral / active EE | $9,527 | $3,195+198.2% | $5,682+67.7% | $5,016+89.9% |
| Admin fee / account holder | $3,262 | $153+2036.6% | $13,215-75.3% | $145+2150.3% |