Filed February 1, 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 | $578,392 | $197,603+192.7% | $177,827+225.3% | $158,950+263.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.15% | 58.76%-45.6pp | 48.32%-35.2pp | 302.91%-289.8pp |
| Employer contribution / active EE | $14,564 | $6,698+117.4% | $5,918+146.1% | $4,762+205.8% |
| Participant deferral / active EE | $40,809 | $8,404+385.6% | $7,713+429.1% | $5,983+582.1% |
| Admin fee / account holder | $164,830 | $15,402+970.2% | $12,429+1226.2% | $11,248+1365.4% |