Filed October 25, 2019 (most recent of 2 filings on file)
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 | $1,146,445 | $165,584+592.4% | $142,942+702.0% | $137,256+735.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 15.39% | 164.22%-148.8pp | 113.70%-98.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $22,517 | $4,725+376.5% | $4,139+444.0% | $4,156+441.8% |
| Participant deferral / active EE | $10,863 | $8,194+32.6% | $7,128+52.4% | $6,407+69.6% |
| Admin fee / account holder | $124,137 | $16,167+667.8% | $12,475+895.1% | $12,270+911.7% |