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 | $163,862 | $70,587+132.1% | $124,694+31.4% | $85,851+90.9% |
| Participation rate | 94.9% | 64.4%+30.5pp | 74.6%+20.3pp | 69.3%+25.6pp |
| Annual return | 23.92% | 20688.83%-20664.9pp | 5144.82%-5120.9pp | 318.63%-294.7pp |
| Employer contribution / active EE | $5,070 | $1,913+165.0% | $3,325+52.5% | $2,565+97.6% |
| Participant deferral / active EE | $5,273 | $2,969+77.6% | $4,615+14.2% | $3,952+33.4% |
| Admin fee / account holder | $25,952 | $5,282+391.3% | $7,495+246.2% | $6,261+314.5% |