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 | $370,435 | $57,305+546.4% | $86,640+327.6% | $75,173+392.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.69% | 2674.24%-2655.5pp | 592.52%-573.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $15,042 | $2,316+549.4% | $3,024+397.4% | $2,671+463.2% |
| Participant deferral / active EE | $17,701 | $3,320+433.2% | $4,438+298.8% | $4,126+329.0% |
| Admin fee / account holder | $14,519 | $4,116+252.8% | $5,616+158.5% | $5,651+157.0% |