Filed January 5, 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 | $298,087 | $145,431+105.0% | $211,142+41.2% | $87,485+240.7% |
| Participation rate | 95.7% | 84.7%+11.0pp | 87.3%+8.5pp | 68.9%+26.8pp |
| Annual return | 27.03% | 27.21%-0.2pp | 46.84%-19.8pp | 26.06%+1.0pp |
| Employer contribution / active EE | $8,212 | $4,662+76.2% | $6,442+27.5% | $2,596+216.3% |
| Participant deferral / active EE | $18,783 | $6,859+173.9% | $9,284+102.3% | $4,274+339.5% |
| Admin fee / account holder | $6,158 | $17,052-63.9% | $19,076-67.7% | $7,775-20.8% |