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 | $209,336+21.7% | $197,124+29.2% | $137,256+85.6% |
| Participation rate | 82.4% | 87.3%-5.0pp | 86.7%-4.4pp | 80.0%+2.4pp |
| Annual return | 41.98% | 48.09%-6.1pp | 44.34%-2.4pp | 220.34%-178.4pp |
| Employer contribution / active EE | $5,482 | $6,591-16.8% | $6,227-12.0% | $4,156+31.9% |
| Participant deferral / active EE | $12,818 | $9,614+33.3% | $9,135+40.3% | $6,407+100.1% |
| Admin fee / account holder | $84,326 | $17,308+387.2% | $16,298+417.4% | $12,270+587.2% |