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 | $326,136 | $54,757+495.6% | $90,304+261.2% | $72,975+346.9% |
| Participation rate | 91.9% | 65.2%+26.7pp | 73.3%+18.6pp | 69.5%+22.4pp |
| Annual return | 17.08% | 30.63%-13.5pp | 78.13%-61.0pp | 81.01%-63.9pp |
| Employer contribution / active EE | $10,350 | $2,093+394.5% | $2,855+262.5% | $2,440+324.2% |
| Participant deferral / active EE | $8,545 | $2,887+196.0% | $3,885+119.9% | $3,608+136.9% |
| Admin fee / account holder | $9,201 | $3,973+131.6% | $5,354+71.9% | $5,124+79.6% |