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 | $752,676 | $817,678-7.9% | $392,568+91.7% | $152,909+392.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 22.62% | 22.84%-0.2pp | 24.42%-1.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $20,514 | $5,502+272.8% | $3,783+442.2% | $4,764+330.6% |
| Participant deferral / active EE | $8,956 | $8,398+6.6% | $5,985+49.6% | $5,851+53.1% |
| Admin fee / account holder | $33,721 | $12,095+178.8% | $6,260+438.7% | $11,601+190.7% |