Filed September 30, 2020 (most recent of 3 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 | $274,321 | $54,763+400.9% | $90,324+203.7% | $72,976+275.9% |
| Participation rate | 87.8% | 65.2%+22.6pp | 73.3%+14.5pp | 69.5%+18.3pp |
| Annual return | 20.85% | 30.63%-9.8pp | 78.15%-57.3pp | 81.02%-60.2pp |
| Employer contribution / active EE | $11,534 | $2,093+451.0% | $2,856+303.9% | $2,440+372.7% |
| Participant deferral / active EE | $6,919 | $2,887+139.6% | $3,885+78.1% | $3,608+91.8% |
| Admin fee / account holder | $18,976 | $3,973+377.6% | $5,356+254.3% | $5,124+270.3% |