Filed August 31, 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 | $323,164 | $124,330+159.9% | $109,173+196.0% | $167,536+92.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 89.90% | 26.04%+63.9pp | 25.75%+64.1pp | 478.82%-388.9pp |
| Employer contribution / active EE | $39,389 | $4,209+835.8% | $3,723+958.0% | $4,839+714.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,656 | $7,974-66.7% | $6,755-60.7% | $12,315-78.4% |