Filed April 28, 2022 (most recent of 3 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 | $514,270 | $72,071+613.6% | $68,368+652.2% | $137,256+274.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.48% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $8,168 | $2,788+193.0% | $2,649+208.4% | $4,156+96.5% |
| Participant deferral / active EE | $12,794 | $4,410+190.1% | $4,123+210.3% | $6,407+99.7% |
| Admin fee / account holder | $9,890 | $5,336+85.4% | $5,150+92.0% | $12,270-19.4% |