Filed August 26, 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 | $250,020 | $64,729+286.3% | $112,263+122.7% | $68,490+265.0% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -19.19% | -11.40%-7.8pp | 27.49%-46.7pp | -7.85%-11.3pp |
| Employer contribution / active EE | $6,335 | $2,746+130.7% | $3,636+74.2% | $2,597+144.0% |
| Participant deferral / active EE | $9,693 | $3,566+171.9% | $4,729+105.0% | $4,028+140.7% |
| Admin fee / account holder | $7,872 | $5,222+50.8% | $6,410+22.8% | $5,403+45.7% |