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 | $126,605 | $52,836+139.6% | $105,736+19.7% | $64,173+97.3% |
| Participation rate | 97.8% | 66.5%+31.2pp | 76.3%+21.4pp | 69.6%+28.2pp |
| Annual return | -5.92% | 14.30%-20.2pp | 6.27%-12.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,544 | $1,827+148.7% | $3,268+39.0% | $2,381+90.9% |
| Participant deferral / active EE | $4,805 | $2,545+88.7% | $4,080+17.8% | $3,470+38.5% |
| Admin fee / account holder | $9,422 | $3,959+138.0% | $6,913+36.3% | $4,887+92.8% |