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 | $149,509 | $64,324+132.4% | $118,914+25.7% | $79,856+87.2% |
| Participation rate | 95.0% | 64.9%+30.1pp | 75.4%+19.6pp | 69.6%+25.4pp |
| Annual return | 12.61% | 86.45%-73.8pp | 35.89%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,757 | $1,836+159.1% | $3,264+45.7% | $2,471+92.5% |
| Participant deferral / active EE | $5,096 | $2,824+80.5% | $4,266+19.5% | $3,741+36.2% |
| Admin fee / account holder | $5,948 | $4,040+47.2% | $6,582-9.6% | $5,306+12.1% |