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 | $321,899 | $93,617+243.8% | $135,982+136.7% | $75,177+328.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.44% | 30.89%-14.4pp | 68.32%-51.9pp | 160.75%-144.3pp |
| Employer contribution / active EE | $24,671 | $3,538+597.3% | $4,859+407.7% | $2,671+823.7% |
| Participant deferral / active EE | $6,952 | $6,406+8.5% | $7,760-10.4% | $4,126+68.5% |
| Admin fee / account holder | $11,762 | $6,980+68.5% | $10,767+9.2% | $5,651+108.1% |