Filed February 18, 2021 (most recent of 2 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 | $290,208 | $160,028+81.3% | $147,080+97.3% | $145,884+98.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.42% | 98.60%-83.2pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $4,286 | $5,286-18.9% | $4,933-13.1% | $4,662-8.1% |
| Participant deferral / active EE | $15,905 | $8,422+88.9% | $8,066+97.2% | $6,690+137.8% |
| Admin fee / account holder | $41,488 | $15,030+176.0% | $12,989+219.4% | $13,392+209.8% |