Filed December 4, 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 | $140,752 | $54,763+157.0% | $90,324+55.8% | $72,976+92.9% |
| Participation rate | 92.7% | 65.2%+27.5pp | 73.3%+19.4pp | 69.5%+23.2pp |
| Annual return | 23.57% | 30.63%-7.1pp | 78.15%-54.6pp | 81.02%-57.4pp |
| Employer contribution / active EE | $12,411 | $2,093+492.9% | $2,856+334.6% | $2,440+408.6% |
| Participant deferral / active EE | $6,877 | $2,887+138.2% | $3,885+77.0% | $3,608+90.6% |
| Admin fee / account holder | $3,459 | $3,973-12.9% | $5,356-35.4% | $5,124-32.5% |