Filed July 13, 2022 (most recent of 2 filings on file)
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 | $266,842 | $58,275+357.9% | $81,844+226.0% | $80,935+229.7% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 11.97% | 41.82%-29.8pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $12,520 | $2,346+433.7% | $2,916+329.3% | $2,757+354.1% |
| Participant deferral / active EE | $10,424 | $3,285+217.3% | $4,323+141.1% | $4,299+142.4% |
| Admin fee / account holder | $4,374 | $4,749-7.9% | $7,355-40.5% | $6,924-36.8% |