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 | $93,345+200.3% | $119,126+135.3% | $87,485+220.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 100.77% | 19.08%+81.7pp | 282.11%-181.3pp | 26.06%+74.7pp |
| Employer contribution / active EE | $5,402 | $3,172+70.3% | $4,034+33.9% | $2,596+108.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,291 | $8,039-83.9% | $10,693-87.9% | $7,775-83.4% |