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 | $314,821 | $100,911+212.0% | $90,440+248.1% | $158,966+98.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.04% | 1726.62%-1713.6pp | 1294.38%-1281.3pp | 302.95%-289.9pp |
| Employer contribution / active EE | $7,346 | $3,690+99.1% | $3,263+125.1% | $4,762+54.3% |
| Participant deferral / active EE | $12,405 | $4,348+185.3% | $3,964+213.0% | $5,983+107.3% |
| Admin fee / account holder | $1,821 | $6,507-72.0% | $5,615-67.6% | $11,250-83.8% |