Filed December 9, 2022 (most recent of 3 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 | $384,741 | $98,776+289.5% | $149,745+156.9% | $79,856+381.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 19.39% | 27.38%-8.0pp | 276.72%-257.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $23,458 | $3,217+629.1% | $4,646+404.9% | $2,471+849.3% |
| Participant deferral / active EE | $7,219 | $5,681+27.1% | $6,843+5.5% | $3,741+93.0% |
| Admin fee / account holder | $9,204 | $6,053+52.1% | $9,312-1.2% | $5,306+73.5% |