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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,119 | $53,128+357.6% | $86,582+180.8% | $70,126+246.7% |
| Participation rate | 94.9% | 65.3%+29.6pp | 73.5%+21.3pp | 69.5%+25.3pp |
| Annual return | 18.89% | 27.66%-8.8pp | 965.08%-946.2pp | 73.15%-54.3pp |
| Employer contribution / active EE | $13,444 | $2,068+550.1% | $2,839+373.5% | $2,343+473.9% |
| Participant deferral / active EE | $11,947 | $2,695+343.3% | $3,609+231.1% | $3,332+258.6% |
| Admin fee / account holder | $6,336 | $3,584+76.8% | $4,904+29.2% | $4,645+36.4% |