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 | $1,511,303 | $71,873+2002.7% | $86,698+1643.2% | $68,490+2106.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.64% | 3.54%+4.1pp | 35.96%-28.3pp | -7.85%+15.5pp |
| Employer contribution / active EE | $16,073 | $2,173+639.6% | $2,837+466.6% | $2,597+519.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $33,200 | $6,110+443.3% | $7,492+343.1% | $5,403+514.5% |