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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,667,779 | $79,223+2005.2% | $102,460+1527.7% | $74,478+2139.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 159.53% | 54.98%+104.6pp | 29.47%+130.1pp | 1370.56%-1211.0pp |
| Employer contribution / active EE | $12,781 | $2,363+440.8% | $3,025+322.5% | $2,626+386.7% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $98,307 | $2,003+4807.8% | $9,460+939.2% | $1,946+4952.3% |