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 | $407,230 | $62,549+551.1% | $85,705+375.2% | $85,851+374.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 12.21% | 23.77%-11.6pp | 21.49%-9.3pp | 318.63%-306.4pp |
| Employer contribution / active EE | $33,375 | $1,755+1801.2% | $2,619+1174.4% | $2,565+1200.9% |
| Participant deferral / active EE | $1,719 | $2,802-38.6% | $3,924-56.2% | $3,952-56.5% |
| Admin fee / account holder | $32,199 | $4,644+593.4% | $6,877+368.2% | $6,261+414.3% |