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 | $107,421+78.5% | $182,262+5.2% | $94,015+103.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 84.2%-4.2pp | 70.8%+9.2pp |
| Annual return | 18.80% | 21.32%-2.5pp | 140.60%-121.8pp | 17.84%+1.0pp |
| Employer contribution / active EE | $8,624 | $3,448+150.1% | $5,046+70.9% | $2,790+209.1% |
| Participant deferral / active EE | $12,181 | $6,558+85.7% | $8,276+47.2% | $4,249+186.6% |
| Admin fee / account holder | $24,611 | $8,692+183.1% | $16,712+47.3% | $8,951+175.0% |