Filed January 5, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $312,397 | $53,127+488.0% | $86,597+260.7% | $70,131+345.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.17% | 27.66%-12.5pp | 964.96%-949.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $10,793 | $2,068+421.9% | $2,840+280.1% | $2,342+360.8% |
| Participant deferral / active EE | $8,179 | $2,696+203.4% | $3,609+126.6% | $3,332+145.5% |
| Admin fee / account holder | $15,927 | $3,585+344.2% | $4,906+224.7% | $4,645+242.8% |