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 | $143,950 | $98,776+45.7% | $149,745-3.9% | $79,856+80.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.51% | 27.38%-13.9pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,051 | $3,217+25.9% | $4,646-12.8% | $2,471+63.9% |
| Participant deferral / active EE | $12,642 | $5,681+122.5% | $6,843+84.7% | $3,741+238.0% |
| Admin fee / account holder | $20,160 | $6,053+233.1% | $9,312+116.5% | $5,306+279.9% |