Filed April 14, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,571 | $75,183+269.2% | $123,894+124.0% | $55,167+403.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 31.87% | 19.01%+12.9pp | 47.52%-15.6pp | 169.23%-137.4pp |
| Employer contribution / active EE | $9,444 | $2,823+234.5% | $4,617+104.6% | $1,963+381.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $6,636 | $663+901.6% | $8,357-20.6% | $504+1216.9% |