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 | $106,524+80.0% | $152,301+25.9% | $87,485+119.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 18.80% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $8,624 | $3,371+155.8% | $4,624+86.5% | $2,596+232.2% |
| Participant deferral / active EE | $12,181 | $6,525+86.7% | $8,004+52.2% | $4,274+185.0% |
| Admin fee / account holder | $24,611 | $8,287+197.0% | $14,398+70.9% | $7,775+216.6% |