Filed September 2, 2022 (most recent of 2 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 | $274,024 | $114,119+140.1% | $107,187+155.7% | $138,895+97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.13% | 273.21%-253.1pp | 204.55%-184.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $10,389 | $4,059+156.0% | $3,782+174.7% | $4,194+147.7% |
| Participant deferral / active EE | $7,988 | $5,538+44.2% | $5,096+56.8% | $6,396+24.9% |
| Admin fee / account holder | $1,882 | $10,024-81.2% | $9,162-79.5% | $12,562-85.0% |