Filed August 22, 2019
Total covered: 10 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 | $365,875 | $86,949+320.8% | $102,460+257.1% | $80,959+351.9% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 15.90% | 18.89%-3.0pp | 29.47%-13.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $11,660 | $2,370+392.0% | $3,025+285.4% | $2,757+322.9% |
| Participant deferral / active EE | $12,533 | $4,121+204.1% | $5,056+147.9% | $4,300+191.4% |
| Admin fee / account holder | $42,340 | $8,048+426.1% | $9,460+347.6% | $6,925+511.4% |