Filed March 9, 2020 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,405 | $58,258+565.0% | $81,820+373.5% | $80,925+378.7% |
| Participation rate | 97.9% | 63.5%+34.4pp | 72.4%+25.5pp | 67.7%+30.2pp |
| Annual return | 15.01% | 41.76%-26.8pp | 777.93%-762.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $10,622 | $2,345+352.9% | $2,915+264.4% | $2,756+285.4% |
| Participant deferral / active EE | $16,560 | $3,284+404.3% | $4,323+283.1% | $4,299+285.2% |
| Admin fee / account holder | $31,975 | $4,976+542.5% | $7,391+332.7% | $6,940+360.7% |