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 | $282,212 | $78,425+259.9% | $95,956+194.1% | $79,858+253.4% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.9pp |
| Annual return | 19.26% | 19.37%-0.1pp | 91.63%-72.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $9,997 | $1,945+414.0% | $2,541+293.4% | $2,471+304.6% |
| Participant deferral / active EE | $9,801 | $3,440+184.9% | $4,167+135.2% | $3,740+162.1% |
| Admin fee / account holder | $718 | $5,622-87.2% | $6,797-89.4% | $5,306-86.5% |