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 | $102,385+334.6% | $147,080+202.5% | $80,935+449.8% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 15.87% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $6,900 | $3,717+85.6% | $4,933+39.9% | $2,757+150.3% |
| Participant deferral / active EE | $14,179 | $6,651+113.2% | $8,066+75.8% | $4,299+229.8% |
| Admin fee / account holder | $18,973 | $7,951+138.6% | $12,989+46.1% | $6,924+174.0% |