Filed January 5, 2022 (most recent of 2 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 | $272,019 | $48,076+465.8% | $78,693+245.7% | $62,891+332.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.60% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $9,918 | $2,015+392.3% | $2,850+248.0% | $2,281+334.8% |
| Participant deferral / active EE | $7,787 | $2,588+200.9% | $3,517+121.4% | $3,203+143.1% |
| Admin fee / account holder | $9,985 | $3,207+211.3% | $4,511+121.4% | $4,296+132.4% |