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 | $1,169,597 | $57,539+1932.7% | $95,763+1121.3% | $75,184+1455.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 142.87% | 34.93%+107.9pp | 28.43%+114.4pp | 160.78%-17.9pp |
| Employer contribution / active EE | $12,987 | $1,808+618.4% | $2,836+357.9% | $2,671+386.2% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,127-100.0% |
| Admin fee / account holder | $55,412 | $4,098+1252.0% | $5,669+877.4% | $5,652+880.5% |