Filed July 9, 2021 (most recent of 4 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 | $150,924 | $102,382+47.4% | $147,005+2.7% | $80,874+86.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 14.86% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $4,725 | $3,715+27.2% | $4,934-4.2% | $2,756+71.5% |
| Participant deferral / active EE | $14,887 | $6,646+124.0% | $8,070+84.5% | $4,297+246.5% |
| Admin fee / account holder | $13,050 | $7,942+64.3% | $13,006+0.3% | $6,935+88.2% |