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 | $367,759 | $60,139+511.5% | $90,461+306.5% | $79,856+360.5% |
| Participation rate | 91.9% | 65.0%+26.9pp | 72.7%+19.2pp | 69.6%+22.3pp |
| Annual return | 17.19% | 71.96%-54.8pp | 1294.76%-1277.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $9,077 | $2,069+338.8% | $3,264+178.1% | $2,471+267.3% |
| Participant deferral / active EE | $13,889 | $2,939+372.6% | $3,964+250.4% | $3,741+271.3% |
| Admin fee / account holder | $1,609 | $3,978-59.6% | $5,617-71.4% | $5,306-69.7% |