Filed July 13, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $266,842 | $58,311+357.6% | $81,882+225.9% | $80,959+229.6% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 11.97% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $12,520 | $2,347+433.5% | $2,916+329.3% | $2,757+354.1% |
| Participant deferral / active EE | $10,424 | $3,287+217.1% | $4,323+141.1% | $4,300+142.4% |
| Admin fee / account holder | $4,374 | $4,752-8.0% | $7,360-40.6% | $6,925-36.8% |