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 | $107,666+155.8% | $102,184+169.5% | $154,746+77.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.03% | 29.33%-15.3pp | 31.58%-17.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $4,588 | $3,846+19.3% | $3,594+27.7% | $4,379+4.8% |
| Participant deferral / active EE | $19,824 | $8,719+127.4% | $8,309+138.6% | $6,730+194.5% |
| Admin fee / account holder | $14,911 | $12,943+15.2% | $11,609+28.4% | $14,365+3.8% |