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 | $380,455 | $96,678+293.5% | $86,640+339.1% | $139,466+172.8% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 13.47% | 106.69%-93.2pp | 592.52%-579.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $5,927 | $3,265+81.5% | $3,024+96.0% | $4,754+24.7% |
| Participant deferral / active EE | $13,613 | $4,837+181.4% | $4,438+206.7% | $6,712+102.8% |
| Admin fee / account holder | $15,006 | $6,410+134.1% | $5,616+167.2% | $11,409+31.5% |