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 | $559,932 | $71,873+679.1% | $86,698+545.8% | $68,490+717.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 19.28% | 3.54%+15.7pp | 35.96%-16.7pp | -7.85%+27.1pp |
| Employer contribution / active EE | $9,336 | $2,173+329.6% | $2,837+229.1% | $2,597+259.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $30,266 | $6,110+395.3% | $7,492+304.0% | $5,403+460.2% |