Filed April 20, 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 | $258,698 | $94,031+175.1% | $115,768+123.5% | $82,448+213.8% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.4%+17.7pp | 68.1%+24.0pp |
| Annual return | 37.61% | 20.61%+17.0pp | 100.46%-62.9pp | 41.64%-4.0pp |
| Employer contribution / active EE | $10,647 | $2,323+358.3% | $2,940+262.2% | $2,551+317.4% |
| Participant deferral / active EE | $11,935 | $3,972+200.5% | $4,917+142.7% | $4,139+188.3% |
| Admin fee / account holder | $4,441 | $10,249-56.7% | $12,439-64.3% | $7,234-38.6% |