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 | $785,522 | $43,133+1721.2% | $89,441+778.3% | $73,501+968.7% |
| Participation rate | 98.2% | 55.0%+43.2pp | 68.0%+30.2pp | 70.7%+27.5pp |
| Annual return | 21.37% | 135.66%-114.3pp | 245.62%-224.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $32,214 | $1,438+2140.4% | $2,588+1144.9% | $2,270+1319.0% |
| Participant deferral / active EE | $24,368 | $2,445+896.8% | $3,891+526.3% | $3,740+551.5% |
| Admin fee / account holder | $4,841 | $444+990.9% | $4,885-0.9% | $513+843.4% |