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 | $317,777 | $102,422+210.3% | $147,117+116.0% | $80,959+292.5% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 17.18% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,364 | $3,717-63.3% | $4,932-72.3% | $2,757-50.5% |
| Participant deferral / active EE | $13,625 | $6,652+104.8% | $8,065+68.9% | $4,300+216.8% |
| Admin fee / account holder | $8,493 | $7,953+6.8% | $12,993-34.6% | $6,925+22.6% |