Filed December 9, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,223 | $102,382-31.4% | $147,005-52.2% | $80,874-13.2% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.4pp | 67.6%+22.0pp |
| Annual return | 19.87% | 134.89%-115.0pp | 418.76%-398.9pp | 35.62%-15.7pp |
| Employer contribution / active EE | $3,874 | $3,715+4.3% | $4,934-21.5% | $2,756+40.6% |
| Participant deferral / active EE | $11,637 | $6,646+75.1% | $8,070+44.2% | $4,297+170.8% |
| Admin fee / account holder | $8,468 | $7,942+6.6% | $13,006-34.9% | $6,935+22.1% |