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 | $92,394 | $51,708+78.7% | $106,619-13.3% | $62,881+46.9% |
| Participation rate | 84.1% | 66.9%+17.3pp | 78.0%+6.1pp | 69.3%+14.8pp |
| Annual return | 8.16% | 4.69%+3.5pp | 9.42%-1.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,824 | $1,764+116.8% | $3,947-3.1% | $2,281+67.7% |
| Participant deferral / active EE | $3,703 | $2,315+59.9% | $3,930-5.8% | $3,203+15.6% |
| Admin fee / account holder | $3,158 | $3,349-5.7% | $6,418-50.8% | $4,296-26.5% |