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 | $473,837 | $51,207+825.3% | $70,565+571.5% | $75,177+530.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 16.46% | 30.05%-13.6pp | 32.79%-16.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $37,884 | $1,826+1974.2% | $2,976+1173.1% | $2,671+1318.3% |
| Participant deferral / active EE | $2,078 | $2,850-27.1% | $4,568-54.5% | $4,126-49.6% |
| Admin fee / account holder | $18,232 | $4,097+345.0% | $6,430+183.6% | $5,651+222.6% |