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 | $135,889 | $57,828+135.0% | $117,039+16.1% | $70,126+93.8% |
| Participation rate | 94.0% | 67.1%+26.9pp | 77.2%+16.8pp | 69.5%+24.5pp |
| Annual return | 18.54% | 17.55%+1.0pp | 18.95%-0.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $4,401 | $1,816+142.3% | $3,785+16.3% | $2,343+87.9% |
| Participant deferral / active EE | $4,549 | $2,438+86.6% | $3,929+15.8% | $3,332+36.5% |
| Admin fee / account holder | $3,310 | $3,548-6.7% | $5,974-44.6% | $4,645-28.8% |