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 | $440,117 | $88,754+395.9% | $81,820+437.9% | $145,877+201.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 41.21% | 1031.77%-990.6pp | 777.93%-736.7pp | 551.28%-510.1pp |
| Employer contribution / active EE | $7,691 | $3,085+149.3% | $2,915+163.9% | $4,663+64.9% |
| Participant deferral / active EE | $12,596 | $4,648+171.0% | $4,323+191.4% | $6,691+88.3% |
| Admin fee / account holder | $53,298 | $8,424+532.7% | $7,391+621.2% | $13,402+297.7% |