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 | $129,737+111.2% | $119,126+130.0% | $154,746+77.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.13% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $10,389 | $4,375+137.5% | $4,034+157.6% | $4,379+137.2% |
| Participant deferral / active EE | $7,988 | $5,842+36.7% | $5,318+50.2% | $6,730+18.7% |
| Admin fee / account holder | $1,882 | $11,961-84.3% | $10,693-82.4% | $14,365-86.9% |