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 | $106,864+79.4% | $147,318+30.1% | $82,637+132.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 18.80% | 27.49%-8.7pp | 70.43%-51.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $8,624 | $3,417+152.4% | $4,593+87.8% | $2,552+237.9% |
| Participant deferral / active EE | $12,181 | $6,496+87.5% | $7,906+54.1% | $4,126+195.2% |
| Admin fee / account holder | $24,611 | $8,415+192.5% | $13,708+79.5% | $7,339+235.4% |