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 | $532,465 | $60,442+781.0% | $96,754+450.3% | $87,485+508.6% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 16.75% | 21.97%-5.2pp | 82.04%-65.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $12,152 | $1,691+618.7% | $2,679+353.6% | $2,596+368.1% |
| Participant deferral / active EE | $25,666 | $3,280+682.5% | $4,758+439.4% | $4,274+500.6% |
| Admin fee / account holder | $79,199 | $5,069+1462.4% | $8,905+789.4% | $7,775+918.7% |