Filed January 28, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,394 | $172,111+29.8% | $150,298+48.6% | $137,256+62.8% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 13.76% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $12,694 | $4,636+173.8% | $4,154+205.6% | $4,156+205.4% |
| Participant deferral / active EE | $6,343 | $6,166+2.9% | $5,453+16.3% | $6,407-1.0% |
| Admin fee / account holder | $40,298 | $16,471+144.7% | $14,116+185.5% | $12,270+228.4% |