Filed April 29, 2020 (most recent of 2 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 | $636,263 | $47,848+1229.8% | $81,473+681.0% | $70,126+807.3% |
| Participation rate | 98.6% | 58.3%+40.3pp | 68.0%+30.7pp | 69.5%+29.1pp |
| Annual return | 38.15% | 27.25%+10.9pp | 38.78%-0.6pp | 73.15%-35.0pp |
| Employer contribution / active EE | $29,792 | $1,527+1850.9% | $2,568+1060.2% | $2,343+1171.8% |
| Participant deferral / active EE | $17,099 | $2,453+597.1% | $3,537+383.5% | $3,332+413.2% |
| Admin fee / account holder | $33,375 | $3,145+961.3% | $4,561+631.7% | $4,646+618.4% |