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 | $166,131+96.9% | $164,975+98.3% | $145,877+124.3% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 11.33% | 100.37%-89.0pp | 70.12%-58.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $6,041 | $5,276+14.5% | $4,343+39.1% | $4,663+29.5% |
| Participant deferral / active EE | $10,633 | $6,962+52.7% | $6,033+76.2% | $6,691+58.9% |
| Admin fee / account holder | $13,675 | $16,648-17.9% | $12,688+7.8% | $13,402+2.0% |