Filed July 27, 2022 (most recent of 2 filings on file)
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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 | $408,921 | $88,815+360.4% | $81,882+399.4% | $145,897+180.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 11.06% | 1033.75%-1022.7pp | 779.47%-768.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $5,724 | $3,086+85.5% | $2,916+96.3% | $4,663+22.8% |
| Participant deferral / active EE | $12,950 | $4,647+178.7% | $4,323+199.5% | $6,689+93.6% |
| Admin fee / account holder | $5,869 | $8,434-30.4% | $7,360-20.2% | $13,390-56.2% |