Filed June 20, 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 | $327,152 | $166,268+96.8% | $165,100+98.2% | $145,897+124.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 11.33% | 100.52%-89.2pp | 70.21%-58.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $6,041 | $5,284+14.3% | $4,348+38.9% | $4,663+29.6% |
| Participant deferral / active EE | $10,633 | $6,964+52.7% | $6,035+76.2% | $6,689+58.9% |
| Admin fee / account holder | $13,675 | $16,659-17.9% | $12,696+7.7% | $13,390+2.1% |