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 | $693,806 | $53,183+1204.6% | $91,215+660.6% | $68,494+912.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 104.94% | -3.13%+108.1pp | 114.15%-9.2pp | -7.86%+112.8pp |
| Employer contribution / active EE | $12,941 | $1,710+656.8% | $2,852+353.8% | $2,597+398.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,893 | $4,495+142.3% | $5,424+100.8% | $5,403+101.6% |