Filed November 19, 2020 (most recent of 2 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 | $223,025 | $171,867+29.8% | $149,721+49.0% | $147,586+51.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.57% | 2113.36%-2102.8pp | 1501.67%-1491.1pp | 578.59%-568.0pp |
| Employer contribution / active EE | $18,939 | $6,275+201.8% | $5,444+247.9% | $4,876+288.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,399 | $13,799+4.3% | $11,282+27.6% | $10,886+32.3% |