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 | $227,291+12.1% | $214,702+18.6% | $155,188+64.1% |
| Participation rate | 82.4% | 88.0%-5.6pp | 87.5%-5.1pp | 80.8%+1.5pp |
| Annual return | 41.98% | 60.08%-18.1pp | 54.55%-12.6pp | 148.84%-106.9pp |
| Employer contribution / active EE | $5,482 | $6,772-19.0% | $6,461-15.2% | $4,248+29.0% |
| Participant deferral / active EE | $12,818 | $9,582+33.8% | $9,147+40.1% | $6,531+96.3% |
| Admin fee / account holder | $84,326 | $20,413+313.1% | $19,830+325.2% | $14,480+482.4% |