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 | $288,627 | $176,786+63.3% | $146,643+96.8% | $167,536+72.3% |
| Participation rate | 94.7% | 83.6%+11.1pp | 80.1%+14.7pp | 82.1%+12.6pp |
| Annual return | 10.38% | 24.04%-13.7pp | 22.75%-12.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $5,431 | $5,161+5.2% | $4,137+31.3% | $4,839+12.2% |
| Participant deferral / active EE | $10,762 | $6,440+67.1% | $5,506+95.5% | $6,342+69.7% |
| Admin fee / account holder | $62,968 | $13,262+374.8% | $10,280+512.5% | $12,315+411.3% |