Filed July 19, 2021 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $924,613 | $60,349+1432.1% | $74,184+1146.4% | $62,881+1370.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 24.72% | 21.38%+3.3pp | 17.74%+7.0pp | 20.14%+4.6pp |
| Employer contribution / active EE | $26,910 | $1,680+1501.5% | $2,370+1035.4% | $2,281+1079.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,262 | $4,261+23.5% | $5,586-5.8% | $4,296+22.5% |