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 | $142,972+108.5% | $214,702+38.8% | $86,983+242.7% |
| Participation rate | 95.7% | 84.9%+10.9pp | 87.5%+8.3pp | 69.5%+26.2pp |
| Annual return | 27.03% | 18.49%+8.5pp | 54.55%-27.5pp | 25.83%+1.2pp |
| Employer contribution / active EE | $8,212 | $4,635+77.2% | $6,461+27.1% | $2,584+217.8% |
| Participant deferral / active EE | $18,783 | $6,568+186.0% | $9,147+105.4% | $4,194+347.9% |
| Admin fee / account holder | $6,158 | $17,617-65.0% | $19,830-68.9% | $7,856-21.6% |