Filed August 9, 2021
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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 | $261,521 | $81,504+220.9% | $102,437+155.3% | $80,959+223.0% |
| Participation rate | 83.1% | 66.9%+16.3pp | 74.5%+8.6pp | 67.7%+15.4pp |
| Annual return | 21.08% | 25.60%-4.5pp | 24.95%-3.9pp | 35.67%-14.6pp |
| Employer contribution / active EE | $12,015 | $3,104+287.1% | $3,871+210.4% | $2,757+335.8% |
| Participant deferral / active EE | $13,149 | $3,871+239.7% | $5,060+159.9% | $4,300+205.8% |
| Admin fee / account holder | $981 | $6,719-85.4% | $8,388-88.3% | $6,925-85.8% |