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 | $111,079 | $125,797-11.7% | $170,057-34.7% | $75,177+47.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.17% | 27.20%-13.0pp | 53.42%-39.2pp | 160.75%-146.6pp |
| Employer contribution / active EE | $5,773 | $4,616+25.1% | $6,790-15.0% | $2,671+116.1% |
| Participant deferral / active EE | $5,346 | $6,838-21.8% | $10,411-48.6% | $4,126+29.6% |
| Admin fee / account holder | $3,598 | $8,177-56.0% | $12,826-71.9% | $5,651-36.3% |