Filed February 24, 2020
Total covered: 20 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 | $462,696 | $55,684+730.9% | $75,900+509.6% | $72,976+534.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.08% | 27.60%-8.5pp | 30.73%-11.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $29,730 | $1,687+1662.4% | $2,501+1088.7% | $2,440+1118.4% |
| Participant deferral / active EE | $1,357 | $2,634-48.5% | $3,604-62.3% | $3,608-62.4% |
| Admin fee / account holder | $6,084 | $3,981+52.8% | $5,421+12.2% | $5,124+18.7% |