Filed June 10, 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 | $263,835 | $157,296+67.7% | $141,191+86.9% | $152,897+72.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 18.23% | 64.34%-46.1pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $4,615 | $5,262-12.3% | $4,736-2.6% | $4,764-3.1% |
| Participant deferral / active EE | $9,705 | $7,111+36.5% | $6,710+44.6% | $5,851+65.9% |
| Admin fee / account holder | $15,677 | $12,125+29.3% | $10,264+52.7% | $11,599+35.2% |