Filed April 6, 2022
Total covered: 4 employees
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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 | $411,600 | $72,071+471.1% | $68,368+502.0% | $137,256+199.9% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 14.28% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $10,098 | $2,788+262.2% | $2,649+281.2% | $4,156+143.0% |
| Participant deferral / active EE | $16,512 | $4,410+274.4% | $4,123+300.5% | $6,407+157.7% |
| Admin fee / account holder | $959 | $5,336-82.0% | $5,150-81.4% | $12,270-92.2% |