Filed October 28, 2022 (most recent of 2 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 | $444,949 | $102,429+334.4% | $147,096+202.5% | $80,925+449.8% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 15.87% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $6,900 | $3,716+85.7% | $4,936+39.8% | $2,756+150.3% |
| Participant deferral / active EE | $14,179 | $6,649+113.3% | $8,071+75.7% | $4,299+229.8% |
| Admin fee / account holder | $18,973 | $7,957+138.5% | $13,005+45.9% | $6,940+173.4% |