Filed April 27, 2022
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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 | $325,517 | $88,672+267.1% | $105,223+209.4% | $82,448+294.8% |
| Participation rate | 81.4% | 67.9%+13.5pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 15.29% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $6,274 | $3,048+105.9% | $3,689+70.1% | $2,551+146.0% |
| Participant deferral / active EE | $9,360 | $4,036+131.9% | $5,072+84.6% | $4,139+126.1% |
| Admin fee / account holder | $23,637 | $7,146+230.8% | $8,859+166.8% | $7,234+226.7% |