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 | $743,338 | $42,383+1653.9% | $76,518+871.4% | $64,173+1058.3% |
| Participation rate | 97.3% | 58.1%+39.2pp | 68.0%+29.3pp | 69.6%+27.7pp |
| Annual return | 17.95% | -16.54%+34.5pp | -0.27%+18.2pp | 7.63%+10.3pp |
| Employer contribution / active EE | $28,240 | $1,563+1706.5% | $2,647+966.8% | $2,381+1086.1% |
| Participant deferral / active EE | $19,232 | $2,566+649.4% | $3,836+401.4% | $3,470+454.3% |
| Admin fee / account holder | $4,570 | $3,198+42.9% | $4,849-5.7% | $4,887-6.5% |