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 | $384,043 | $98,776+288.8% | $149,745+156.5% | $79,856+380.9% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 15.03% | 27.38%-12.3pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6,883 | $3,217+113.9% | $4,646+48.2% | $2,471+178.5% |
| Participant deferral / active EE | $13,766 | $5,681+142.3% | $6,843+101.2% | $3,741+268.0% |
| Admin fee / account holder | $58,331 | $6,053+863.7% | $9,312+526.4% | $5,306+999.3% |