Filed November 6, 2021
Total covered: 4 employees
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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 | $371,977 | $106,749+248.5% | $145,433+155.8% | $82,448+351.2% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 14.35% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,259 | $3,444-63.4% | $4,554-72.4% | $2,551-50.6% |
| Participant deferral / active EE | $12,557 | $6,519+92.6% | $7,897+59.0% | $4,139+203.4% |
| Admin fee / account holder | $33,894 | $8,390+304.0% | $13,129+158.2% | $7,234+368.5% |