Filed December 11, 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 | $191,694 | $106,749+79.6% | $145,433+31.8% | $82,448+132.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 18.80% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $8,624 | $3,444+150.4% | $4,554+89.4% | $2,551+238.1% |
| Participant deferral / active EE | $12,181 | $6,519+86.9% | $7,897+54.2% | $4,139+194.3% |
| Admin fee / account holder | $24,611 | $8,390+193.3% | $13,129+87.5% | $7,234+240.2% |