Filed February 8, 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 | $279,354 | $135,956+105.5% | $123,894+125.5% | $273,972+2.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.33% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $13,070 | $5,170+152.8% | $4,617+183.1% | $4,869+168.4% |
| Participant deferral / active EE | $5,060 | $6,343-20.2% | $5,984-15.4% | $5,287-4.3% |
| Admin fee / account holder | $1,667 | $9,817-83.0% | $8,357-80.1% | $10,133-83.5% |