Filed April 5, 2021 (most recent of 5 filings on file)
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 | $188,714 | $163,687+15.3% | $108,745+73.5% | $273,973-31.1% |
| Participation rate | 95.2% | 82.3%+12.9pp | 77.7%+17.6pp | 83.0%+12.2pp |
| Annual return | 10.61% | 31.16%-20.6pp | 46.22%-35.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $4,287 | $4,711-9.0% | $3,323+29.0% | $4,869-12.0% |
| Participant deferral / active EE | $12,356 | $7,155+72.7% | $5,121+141.3% | $5,287+133.7% |
| Admin fee / account holder | $15,536 | $12,890+20.5% | $6,144+152.9% | $10,133+53.3% |