Filed December 2, 2021
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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 | $350,000 | $67,602+417.7% | $82,312+325.2% | $70,126+399.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1241.26% | 21.57%+1219.7pp | 25.88%+1215.4pp | 73.15%+1168.1pp |
| Employer contribution / active EE | $5,639 | $1,755+221.3% | $2,428+132.2% | $2,343+140.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $540 | $4,512-88.0% | $5,608-90.4% | $4,645-88.4% |