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 | $224,011 | $167,483+33.8% | $115,752+93.5% | $147,587+51.8% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 82.8%+10.9pp |
| Annual return | 13.67% | 12.11%+1.6pp | 19.41%-5.7pp | 578.60%-564.9pp |
| Employer contribution / active EE | $4,352 | $4,960-12.3% | $3,492+24.6% | $4,876-10.8% |
| Participant deferral / active EE | $17,063 | $7,037+142.5% | $5,204+227.9% | $5,439+213.7% |
| Admin fee / account holder | $14,516 | $13,069+11.1% | $6,278+131.2% | $10,886+33.4% |