Filed August 12, 2022 (most recent of 3 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 | $326,520 | $100,938+223.5% | $90,461+261.0% | $158,982+105.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.34% | 1727.20%-1713.9pp | 1294.76%-1281.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $8,080 | $3,691+118.9% | $3,264+147.5% | $4,763+69.6% |
| Participant deferral / active EE | $15,781 | $4,350+262.8% | $3,964+298.1% | $5,983+163.7% |
| Admin fee / account holder | $3,324 | $6,510-48.9% | $5,617-40.8% | $11,252-70.5% |