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 | $312,397 | $53,128+488.0% | $86,582+260.8% | $70,126+345.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.17% | 27.66%-12.5pp | 965.08%-949.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $10,793 | $2,068+421.9% | $2,839+280.1% | $2,343+360.8% |
| Participant deferral / active EE | $8,179 | $2,695+203.5% | $3,609+126.6% | $3,332+145.5% |
| Admin fee / account holder | $15,927 | $3,584+344.4% | $4,904+224.8% | $4,645+242.8% |