Filed December 7, 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 | $120,378 | $77,157+56.0% | $108,405+11.0% | $85,847+40.2% |
| Participation rate | 93.6% | 74.7%+19.0pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 30.79% | 44.55%-13.8pp | 905.55%-874.8pp | 318.61%-287.8pp |
| Employer contribution / active EE | $4,404 | $2,379+85.1% | $3,559+23.8% | $2,565+71.7% |
| Participant deferral / active EE | $8,455 | $5,567+51.9% | $6,563+28.8% | $3,952+113.9% |
| Admin fee / account holder | $6,596 | $5,174+27.5% | $7,297-9.6% | $6,261+5.4% |