Filed November 9, 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 | $63,660 | $79,519-19.9% | $95,960-33.7% | $73,412-13.3% |
| Participation rate | 78.8% | 81.2%-2.4pp | 77.1%+1.7pp | 72.2%+6.6pp |
| Annual return | 68.25% | 19.20%+49.1pp | 91.63%-23.4pp | 59.30%+9.0pp |
| Employer contribution / active EE | $2,676 | $2,048+30.7% | $2,541+5.3% | $2,234+19.8% |
| Participant deferral / active EE | $2,660 | $4,138-35.7% | $4,167-36.2% | $3,806-30.1% |
| Admin fee / account holder | $1,585 | $184+759.8% | $6,797-76.7% | $158+903.7% |