Filed May 16, 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 | $110,579 | $78,672+40.6% | $109,163+1.3% | $85,856+28.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.12% | 25.09%-11.0pp | 25.75%-11.6pp | 318.58%-304.5pp |
| Employer contribution / active EE | $2,999 | $2,734+9.7% | $3,723-19.4% | $2,565+16.9% |
| Participant deferral / active EE | $7,270 | $3,467+109.7% | $4,654+56.2% | $3,952+83.9% |
| Admin fee / account holder | $16,368 | $5,470+199.2% | $6,754+142.3% | $6,261+161.4% |