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 | $352,986 | $138,075+155.6% | $123,552+185.7% | $135,379+160.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.10% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $6,992 | $5,152+35.7% | $4,628+51.1% | $4,779+46.3% |
| Participant deferral / active EE | $14,692 | $6,800+116.1% | $6,426+128.6% | $5,609+161.9% |
| Admin fee / account holder | $21,999 | $10,917+101.5% | $9,285+136.9% | $10,828+103.2% |