Filed August 24, 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 | $88,644 | $101,778-12.9% | $164,975-46.3% | $80,925+9.5% |
| Participation rate | 91.8% | 71.8%+19.9pp | 78.6%+13.1pp | 67.7%+24.1pp |
| Annual return | 17.19% | 16.73%+0.5pp | 70.12%-52.9pp | 35.65%-18.5pp |
| Employer contribution / active EE | $6,578 | $2,954+122.7% | $4,343+51.5% | $2,756+138.6% |
| Participant deferral / active EE | $9,434 | $4,477+110.7% | $6,033+56.4% | $4,299+119.5% |
| Admin fee / account holder | $9,793 | $8,221+19.1% | $12,688-22.8% | $6,940+41.1% |