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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,221 | $60,139+232.9% | $90,461+121.3% | $79,856+150.7% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 13.41% | 71.96%-58.5pp | 1294.76%-1281.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $10,643 | $2,069+414.5% | $3,264+226.1% | $2,471+330.7% |
| Participant deferral / active EE | $8,063 | $2,939+174.4% | $3,964+103.4% | $3,741+115.6% |
| Admin fee / account holder | $105,290 | $3,978+2546.6% | $5,617+1774.6% | $5,306+1884.2% |