Filed January 25, 2022 (most recent of 2 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 | $397,864 | $96,965+310.3% | $97,995+306.0% | $147,585+169.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 14.48% | 24.11%-9.6pp | 23.94%-9.5pp | 578.57%-564.1pp |
| Employer contribution / active EE | $17,555 | $4,536+287.0% | $4,158+322.2% | $4,876+260.0% |
| Participant deferral / active EE | $13,582 | $5,081+167.3% | $5,097+166.5% | $5,439+149.7% |
| Admin fee / account holder | $37,535 | $8,120+362.3% | $5,943+531.5% | $10,885+244.8% |