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 | $279,958 | $102,385+173.4% | $147,080+90.3% | $80,935+245.9% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 12.02% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $17,239 | $3,717+363.8% | $4,933+249.4% | $2,757+525.4% |
| Participant deferral / active EE | $3,728 | $6,651-43.9% | $8,066-53.8% | $4,299-13.3% |
| Admin fee / account holder | $69,978 | $7,951+780.1% | $12,989+438.8% | $6,924+910.6% |