Filed September 20, 2022 (most recent of 3 filings on file)
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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 | $306,829 | $81,487+276.5% | $102,412+199.6% | $80,935+279.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.37% | 25.60%-11.2pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $5,218 | $3,103+68.2% | $3,870+34.8% | $2,757+89.3% |
| Participant deferral / active EE | $13,433 | $3,871+247.0% | $5,060+165.5% | $4,299+212.4% |
| Admin fee / account holder | $2,415 | $6,717-64.1% | $8,388-71.2% | $6,924-65.1% |