Filed February 26, 2020 (most recent of 2 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 | $141,338 | $52,678+168.3% | $75,784+86.5% | $59,633+137.0% |
| Participation rate | 98.8% | 67.2%+31.6pp | 75.8%+23.0pp | 68.7%+30.2pp |
| Annual return | 3.82% | 2.95%+0.9pp | 9.68%-5.9pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $15,084 | $2,193+587.7% | $3,323+353.9% | $2,203+584.8% |
| Participant deferral / active EE | $9,212 | $2,591+255.6% | $3,652+152.3% | $3,192+188.6% |
| Admin fee / account holder | $11,407 | $3,610+216.0% | $5,300+115.2% | $4,297+165.5% |