Filed September 1, 2022
Total covered: 18 employees
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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 | $263,099 | $138,385+90.1% | $184,200+42.8% | $80,874+225.3% |
| Participation rate | 97.5% | 83.9%+13.7pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 13.79% | 20.02%-6.2pp | 28.80%-15.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $8,545 | $4,849+76.2% | $6,424+33.0% | $2,756+210.1% |
| Participant deferral / active EE | $8,220 | $7,073+16.2% | $9,132-10.0% | $4,297+91.3% |
| Admin fee / account holder | $31,788 | $10,483+203.2% | $13,907+128.6% | $6,935+358.4% |