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 | $102,595+301.2% | $94,057+337.6% | $154,746+166.0% |
| Participation rate | 95.5% | 76.0%+19.5pp | 73.3%+22.1pp | 80.7%+14.8pp |
| Annual return | 14.28% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $10,098 | $3,147+220.8% | $2,933+244.3% | $4,379+130.6% |
| Participant deferral / active EE | $16,512 | $5,118+222.6% | $4,709+250.6% | $6,730+145.3% |
| Admin fee / account holder | $959 | $7,736-87.6% | $7,244-86.8% | $14,365-93.3% |