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 | $248,264 | $89,364+177.8% | $141,173+75.9% | $72,986+240.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.11% | 111.86%-88.7pp | 71.40%-48.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $3,628 | $3,115+16.5% | $4,735-23.4% | $2,440+48.7% |
| Participant deferral / active EE | $11,005 | $5,419+103.1% | $6,710+64.0% | $3,607+205.1% |
| Admin fee / account holder | $5,881 | $5,959-1.3% | $10,262-42.7% | $5,124+14.8% |