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 | $261,519 | $63,346+312.8% | $92,240+183.5% | $70,126+272.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.32% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $5,434 | $2,471+119.9% | $3,680+47.7% | $2,343+132.0% |
| Participant deferral / active EE | $6,522 | $2,854+128.5% | $3,897+67.4% | $3,332+95.7% |
| Admin fee / account holder | $15,090 | $3,841+292.9% | $5,194+190.5% | $4,645+224.8% |