Filed June 14, 2021 (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 | $264,542 | $85,766+208.4% | $136,298+94.1% | $70,126+277.2% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.8pp | 69.5%+29.1pp |
| Annual return | 18.60% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $5,756 | $2,966+94.1% | $4,696+22.6% | $2,343+145.7% |
| Participant deferral / active EE | $8,399 | $5,051+66.3% | $6,247+34.5% | $3,332+152.1% |
| Admin fee / account holder | $8,416 | $5,421+55.3% | $9,244-9.0% | $4,645+81.2% |