Filed January 13, 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 | $394,149 | $114,119+245.4% | $107,187+267.7% | $138,895+183.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.97% | 273.21%-259.2pp | 204.55%-190.6pp | 145.39%-131.4pp |
| Employer contribution / active EE | $8,125 | $4,059+100.2% | $3,782+114.8% | $4,194+93.7% |
| Participant deferral / active EE | $15,924 | $5,538+187.6% | $5,096+212.5% | $6,396+149.0% |
| Admin fee / account holder | $178,647 | $10,024+1682.3% | $9,162+1849.8% | $12,562+1322.1% |