Filed July 8, 2022
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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 | $619,003 | $196,972+214.3% | $182,262+239.6% | $198,609+211.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.20% | 158.27%-136.1pp | 140.60%-118.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $18,904 | $5,364+252.4% | $5,046+274.6% | $5,055+273.9% |
| Participant deferral / active EE | $23,535 | $8,643+172.3% | $8,276+184.4% | $6,977+237.3% |
| Admin fee / account holder | $1,684 | $18,429-90.9% | $16,712-89.9% | $19,030-91.1% |