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 | $177,553 | $105,210+68.8% | $159,487+11.3% | $85,851+106.8% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 16.59% | 45.08%-28.5pp | 263.71%-247.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $5,795 | $3,319+74.6% | $4,831+19.9% | $2,565+125.9% |
| Participant deferral / active EE | $12,041 | $5,946+102.5% | $7,354+63.7% | $3,952+204.7% |
| Admin fee / account holder | $8,767 | $6,934+26.4% | $10,804-18.8% | $6,261+40.0% |