Filed July 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,621 | $100,895+98.8% | $90,430+121.9% | $158,950+26.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.37% | 1725.54%-1705.2pp | 1293.73%-1273.4pp | 302.91%-282.5pp |
| Employer contribution / active EE | $498 | $3,689-86.5% | $3,262-84.7% | $4,762-89.5% |
| Participant deferral / active EE | $11,988 | $4,347+175.8% | $3,963+202.5% | $5,983+100.4% |
| Admin fee / account holder | $866 | $6,505-86.7% | $5,613-84.6% | $11,248-92.3% |