Filed February 3, 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 | $89,711 | $150,447-40.4% | $136,298-34.2% | $147,586-39.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.95% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,851 | $5,256-64.8% | $4,696-60.6% | $4,876-62.0% |
| Participant deferral / active EE | $5,505 | $6,631-17.0% | $6,247-11.9% | $5,439+1.2% |
| Admin fee / account holder | $17,169 | $10,906+57.4% | $9,244+85.7% | $10,886+57.7% |