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 | $268,668 | $105,200+155.4% | $159,474+68.5% | $85,847+213.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.44% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $5,849 | $3,319+76.2% | $4,831+21.1% | $2,565+128.0% |
| Participant deferral / active EE | $8,769 | $5,946+47.5% | $7,353+19.3% | $3,952+121.9% |
| Admin fee / account holder | $52,297 | $6,934+654.2% | $10,802+384.1% | $6,261+735.3% |