Filed November 22, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,294 | $51,736+70.7% | $120,225-26.6% | $67,986+29.9% |
| Participation rate | 84.4% | 46.1%+38.4pp | 69.6%+14.9pp | 57.2%+27.2pp |
| Annual return | 67.95% | 31.98%+36.0pp | 439.23%-371.3pp | 31.67%+36.3pp |
| Employer contribution / active EE | $1,355 | $1,071+26.5% | $3,475-61.0% | $2,019-32.9% |
| Participant deferral / active EE | $3,009 | $2,206+36.4% | $3,999-24.7% | $3,358-10.4% |
| Admin fee / account holder | $7,136 | $4,159+71.6% | $5,696+25.3% | $3,203+122.8% |