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 | $318,460 | $89,532+255.7% | $103,447+207.8% | $80,925+293.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 13.28% | 22.80%-9.5pp | 23.92%-10.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $15,218 | $4,023+278.2% | $4,678+225.3% | $2,756+452.1% |
| Participant deferral / active EE | $12,608 | $5,459+131.0% | $6,624+90.3% | $4,299+193.3% |
| Admin fee / account holder | $33,030 | $6,774+387.6% | $9,415+250.8% | $6,940+375.9% |