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 | $1,160,499 | $67,602+1616.7% | $82,312+1309.9% | $70,126+1554.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.59% | 21.57%-1.0pp | 25.88%-5.3pp | 73.15%-52.6pp |
| Employer contribution / active EE | $22,991 | $1,755+1210.1% | $2,428+846.8% | $2,343+881.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $40,726 | $4,512+802.7% | $5,608+626.2% | $4,645+776.7% |