Filed October 20, 2021
Total covered: 2 employees
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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 | $481,258 | $57,119+742.5% | $85,187+464.9% | $80,935+494.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.51% | 21.70%-7.2pp | 66.67%-52.2pp | 35.66%-21.2pp |
| Employer contribution / active EE | $10,318 | $1,802+472.7% | $2,732+277.6% | $2,757+274.3% |
| Participant deferral / active EE | $21,608 | $3,115+593.7% | $4,525+377.5% | $4,299+402.6% |
| Admin fee / account holder | $12,354 | $4,990+147.6% | $6,162+100.5% | $6,924+78.4% |