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 | $142,638 | $85,766+66.3% | $136,298+4.7% | $70,126+103.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 40.00% | 31.46%+8.5pp | 5156.27%-5116.3pp | 73.15%-33.1pp |
| Employer contribution / active EE | $3,802 | $2,966+28.2% | $4,696-19.0% | $2,343+62.3% |
| Participant deferral / active EE | $10,335 | $5,051+104.6% | $6,247+65.4% | $3,332+210.2% |
| Admin fee / account holder | $15,728 | $5,421+190.1% | $9,244+70.1% | $4,645+238.6% |