Filed April 23, 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 | $120,694 | $87,834+37.4% | $133,975-9.9% | $62,881+91.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.94% | 12.05%-2.1pp | 29.29%-19.4pp | 20.14%-10.2pp |
| Employer contribution / active EE | $4,908 | $3,482+40.9% | $5,211-5.8% | $2,281+115.2% |
| Participant deferral / active EE | $5,647 | $4,812+17.4% | $6,282-10.1% | $3,203+76.3% |
| Admin fee / account holder | $2,912 | $5,372-45.8% | $9,324-68.8% | $4,296-32.2% |