Filed June 16, 2022 (most recent of 7 filings on file)
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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 | $254,713 | $223,823+13.8% | $211,142+20.6% | $154,746+64.6% |
| Participation rate | 82.4% | 87.9%-5.5pp | 87.3%-4.9pp | 80.7%+1.7pp |
| Annual return | 41.98% | 50.39%-8.4pp | 46.84%-4.9pp | 172.34%-130.4pp |
| Employer contribution / active EE | $5,482 | $6,787-19.2% | $6,442-14.9% | $4,379+25.2% |
| Participant deferral / active EE | $12,818 | $9,750+31.5% | $9,284+38.1% | $6,730+90.4% |
| Admin fee / account holder | $84,326 | $19,707+327.9% | $19,076+342.1% | $14,365+487.0% |