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 | $275,722 | $98,776+179.1% | $149,745+84.1% | $79,856+245.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.42% | 27.38%-15.0pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,026 | $3,217+87.3% | $4,646+29.7% | $2,471+143.9% |
| Participant deferral / active EE | $9,182 | $5,681+61.6% | $6,843+34.2% | $3,741+145.5% |
| Admin fee / account holder | $17,194 | $6,053+184.1% | $9,312+84.7% | $5,306+224.0% |