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 | $210,536 | $68,878+205.7% | $120,574+74.6% | $80,935+160.1% |
| Participation rate | 97.6% | 61.7%+35.9pp | 71.9%+25.7pp | 67.7%+30.0pp |
| Annual return | 15.13% | 23.67%-8.5pp | 107.42%-92.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $50,186 | $2,065+2330.4% | $3,471+1346.1% | $2,757+1720.5% |
| Participant deferral / active EE | $8,162 | $3,189+156.0% | $4,996+63.4% | $4,299+89.8% |
| Admin fee / account holder | $10,607 | $5,782+83.5% | $9,445+12.3% | $6,924+53.2% |