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 | $100,938+174.0% | $90,461+205.8% | $158,982+74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.94% | 1727.20%-1708.3pp | 1294.76%-1275.8pp | 302.99%-284.0pp |
| Employer contribution / active EE | $12,326 | $3,691+233.9% | $3,264+277.7% | $4,763+158.8% |
| Participant deferral / active EE | $13,624 | $4,350+213.2% | $3,964+243.7% | $5,983+127.7% |
| Admin fee / account holder | $4,032 | $6,510-38.1% | $5,617-28.2% | $11,252-64.2% |