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 | $280,290 | $88,672+216.1% | $105,223+166.4% | $82,448+240.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 100.77% | 30.86%+69.9pp | 180.65%-79.9pp | 41.64%+59.1pp |
| Employer contribution / active EE | $5,402 | $3,048+77.2% | $3,689+46.4% | $2,551+111.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,291 | $7,146-81.9% | $8,859-85.4% | $7,234-82.2% |