Filed April 10, 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 | $256,866 | $138,393+85.6% | $184,256+39.4% | $80,959+217.3% |
| Participation rate | 94.7% | 83.9%+10.8pp | 86.8%+7.9pp | 67.7%+27.1pp |
| Annual return | 11.87% | 20.01%-8.1pp | 28.85%-17.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $6,056 | $4,847+24.9% | $6,427-5.8% | $2,757+119.7% |
| Participant deferral / active EE | $5,969 | $7,076-15.6% | $9,133-34.6% | $4,300+38.8% |
| Admin fee / account holder | $57,636 | $10,489+449.5% | $13,899+314.7% | $6,925+732.3% |