Filed April 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,915 | $85,171+71.3% | $172,752-15.5% | $72,975+100.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.52% | 27.32%-5.8pp | 802.97%-781.4pp | 81.01%-59.5pp |
| Employer contribution / active EE | $4,808 | $3,324+44.6% | $5,144-6.5% | $2,440+97.1% |
| Participant deferral / active EE | $5,091 | $3,260+56.2% | $5,198-2.1% | $3,608+41.1% |
| Admin fee / account holder | $869 | $5,880-85.2% | $13,955-93.8% | $5,124-83.0% |