Filed March 23, 2020
Total covered: 9 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 | $374,162 | $89,367+318.7% | $141,191+165.0% | $72,975+412.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.75% | 111.87%-89.1pp | 71.41%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $6,802 | $3,115+118.4% | $4,736+43.6% | $2,440+178.8% |
| Participant deferral / active EE | $13,604 | $5,419+151.1% | $6,710+102.7% | $3,608+277.1% |
| Admin fee / account holder | $3,994 | $5,957-32.9% | $10,264-61.1% | $5,124-22.0% |