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 | $387,866 | $109,905+252.9% | $98,506+293.7% | $167,553+131.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.98% | 1960.20%-1949.2pp | 1494.92%-1483.9pp | 478.89%-467.9pp |
| Employer contribution / active EE | $6,091 | $3,226+88.8% | $2,961+105.7% | $4,840+25.8% |
| Participant deferral / active EE | $11,768 | $4,674+151.8% | $4,277+175.1% | $6,343+85.5% |
| Admin fee / account holder | $47,614 | $6,760+604.4% | $5,955+699.6% | $12,316+286.6% |