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 | $227,291+41.4% | $214,702+49.6% | $155,188+107.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.26% | 60.08%-43.8pp | 54.55%-38.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $16,412 | $6,772+142.4% | $6,461+154.0% | $4,248+286.4% |
| Participant deferral / active EE | $13,551 | $9,582+41.4% | $9,147+48.1% | $6,531+107.5% |
| Admin fee / account holder | $155,244 | $20,413+660.5% | $19,830+682.9% | $14,480+972.1% |