Filed February 9, 2022 (most recent of 4 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 | $275,363 | $100,970+172.7% | $96,576+185.1% | $137,256+100.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.03% | 38.16%-24.1pp | 38.47%-24.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,588 | $3,809+20.4% | $3,553+29.1% | $4,156+10.4% |
| Participant deferral / active EE | $19,824 | $8,286+139.2% | $7,956+149.2% | $6,407+209.4% |
| Admin fee / account holder | $14,911 | $11,312+31.8% | $11,381+31.0% | $12,270+21.5% |