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 | $278,347 | $135,956+104.7% | $123,894+124.7% | $273,972+1.6% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 8.27% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,432 | $5,170+5.1% | $4,617+17.7% | $4,869+11.6% |
| Participant deferral / active EE | $11,859 | $6,343+87.0% | $5,984+98.2% | $5,287+124.3% |
| Admin fee / account holder | $3,053 | $9,817-68.9% | $8,357-63.5% | $10,133-69.9% |