Filed February 28, 2022
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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 | $321,284 | $209,336+53.5% | $197,124+63.0% | $137,256+134.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.26% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $16,412 | $6,591+149.0% | $6,227+163.5% | $4,156+294.9% |
| Participant deferral / active EE | $13,551 | $9,614+40.9% | $9,135+48.3% | $6,407+111.5% |
| Admin fee / account holder | $155,244 | $17,308+797.0% | $16,298+852.5% | $12,270+1165.2% |