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 | $407,180 | $65,434+522.3% | $98,483+313.5% | $85,847+374.3% |
| Participation rate | 94.9% | 65.0%+29.9pp | 73.3%+21.5pp | 69.3%+25.6pp |
| Annual return | 15.38% | 21.75%-6.4pp | 1494.38%-1479.0pp | 318.61%-303.2pp |
| Employer contribution / active EE | $9,167 | $2,169+322.7% | $2,961+209.6% | $2,565+257.3% |
| Participant deferral / active EE | $14,454 | $3,168+356.3% | $4,276+238.0% | $3,952+265.7% |
| Admin fee / account holder | $18,411 | $4,595+300.7% | $5,953+209.3% | $6,261+194.1% |