Filed December 1, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,642 | $57,305+28.5% | $86,640-15.0% | $75,173-2.0% |
| Participation rate | 79.2% | 63.2%+16.0pp | 71.7%+7.5pp | 67.2%+12.0pp |
| Annual return | 19.92% | 2674.24%-2654.3pp | 592.52%-572.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $3,029 | $2,316+30.8% | $3,024+0.2% | $2,671+13.4% |
| Participant deferral / active EE | $6,873 | $3,320+107.1% | $4,438+54.9% | $4,126+66.6% |
| Admin fee / account holder | $4,194 | $4,116+1.9% | $5,616-25.3% | $5,651-25.8% |