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 | $358,417 | $88,672+304.2% | $105,223+240.6% | $82,448+334.7% |
| Participation rate | 97.1% | 67.9%+29.1pp | 75.0%+22.0pp | 68.1%+29.0pp |
| Annual return | 14.02% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,857 | $3,048+59.3% | $3,689+31.7% | $2,551+90.4% |
| Participant deferral / active EE | $14,096 | $4,036+249.3% | $5,072+177.9% | $4,139+240.5% |
| Admin fee / account holder | $14,189 | $7,146+98.6% | $8,859+60.2% | $7,234+96.1% |