Filed January 7, 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 | $254,092 | $54,763+364.0% | $90,324+181.3% | $72,976+248.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.71% | 30.63%-12.9pp | 78.15%-60.4pp | 81.02%-63.3pp |
| Employer contribution / active EE | $14,537 | $2,093+594.5% | $2,856+409.0% | $2,440+495.8% |
| Participant deferral / active EE | $5,654 | $2,887+95.8% | $3,885+45.5% | $3,608+56.7% |
| Admin fee / account holder | $42,664 | $3,973+973.7% | $5,356+696.6% | $5,124+732.6% |