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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,777 | $72,273+273.3% | $101,275+166.4% | $79,856+237.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.14% | 22.30%-8.2pp | 46.48%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $17,815 | $2,691+562.0% | $3,660+386.7% | $2,471+620.9% |
| Participant deferral / active EE | $11,885 | $3,282+262.2% | $4,371+171.9% | $3,741+217.7% |
| Admin fee / account holder | $23,996 | $4,401+445.2% | $5,948+303.4% | $5,306+352.2% |