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 | $355,806 | $109,905+223.7% | $98,506+261.2% | $167,553+112.4% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 31.39% | 1960.20%-1928.8pp | 1494.92%-1463.5pp | 478.89%-447.5pp |
| Employer contribution / active EE | $10,708 | $3,226+231.9% | $2,961+261.6% | $4,840+121.3% |
| Participant deferral / active EE | $13,090 | $4,674+180.1% | $4,277+206.1% | $6,343+106.4% |
| Admin fee / account holder | $9,520 | $6,760+40.8% | $5,955+59.9% | $12,316-22.7% |