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 | $276,598 | $100,868+174.2% | $90,414+205.9% | $158,931+74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.94% | 1724.58%-1705.6pp | 1293.19%-1274.2pp | 302.86%-283.9pp |
| Employer contribution / active EE | $12,326 | $3,689+234.1% | $3,262+277.8% | $4,761+158.9% |
| Participant deferral / active EE | $13,624 | $4,348+213.4% | $3,963+243.8% | $5,982+127.7% |
| Admin fee / account holder | $4,032 | $6,502-38.0% | $5,611-28.2% | $11,247-64.2% |