Filed April 28, 2020 (most recent of 5 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 | $210,536 | $68,880+205.7% | $120,580+74.6% | $80,959+160.1% |
| Participation rate | 97.6% | 61.7%+35.9pp | 72.0%+25.7pp | 67.7%+30.0pp |
| Annual return | 15.13% | 23.68%-8.6pp | 107.48%-92.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $50,186 | $2,066+2328.8% | $3,469+1346.6% | $2,757+1720.2% |
| Participant deferral / active EE | $8,162 | $3,191+155.8% | $4,995+63.4% | $4,300+89.8% |
| Admin fee / account holder | $10,607 | $5,785+83.3% | $9,418+12.6% | $6,925+53.2% |