Filed September 2, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $274,024 | $111,535+145.7% | $105,223+160.4% | $137,256+99.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.13% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $10,389 | $3,939+163.7% | $3,689+181.7% | $4,156+150.0% |
| Participant deferral / active EE | $7,988 | $5,500+45.2% | $5,072+57.5% | $6,407+24.7% |
| Admin fee / account holder | $1,882 | $9,721-80.6% | $8,859-78.8% | $12,270-84.7% |