Filed May 4, 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 | $475,021 | $66,429+615.1% | $109,923+332.1% | $85,852+453.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 118.93% | 19.59%+99.3pp | 29.46%+89.5pp | 318.66%-199.7pp |
| Employer contribution / active EE | $17,143 | $1,688+915.6% | $2,844+502.7% | $2,566+568.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,328 | $4,559-48.9% | $6,070-61.6% | $6,261-62.8% |