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 | $373,991 | $165,381+126.1% | $149,730+149.8% | $158,966+135.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.60% | 348.29%-329.7pp | 276.70%-258.1pp | 302.95%-284.3pp |
| Employer contribution / active EE | $6,863 | $5,104+34.5% | $4,645+47.7% | $4,762+44.1% |
| Participant deferral / active EE | $14,375 | $7,182+100.1% | $6,843+110.1% | $5,983+140.3% |
| Admin fee / account holder | $22,745 | $10,809+110.4% | $9,310+144.3% | $11,250+102.2% |