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Benchmarking Lyon Management Group, Inc. 401(K) Plan in Newport Beach, CA against all plans

 

Lyon Management Group, Inc. 401(K) Plan in Newport Beach, CA has the 7th-highest total administrative expense ratio (0.600%) among the 94 California plans whose economic sector is Real Estate and Rental and Leasing. That 0.600% compares to an average of 0.290% across those 94 plans.

Reaching the average of 0.290% would imply a savings of $64,127 in total administrative expenses.

Note: total administrative expense ratio =
(100 * total administrative expenses) ÷ total assets

Lyon Management Group, Inc. 401(K) Plan has these standings among those 94 peer plans:

  • total administrative expense ratio = 0.600% (7th-highest, tied)

  • total administrative expenses = $122,983 (16th-highest)

  • total assets = $20,359,035 (41st-most)

Visualize

 
 

Peers

better than Senior Resource Group 401(K) Retirement Plan in Solana Beach, CA (1.119%), Pacifica Hotels 401(K) Plan and Trust in Aliso Viejo, CA (1.028%), Sequoia Equities 401(K) Plan in Walnut Creek, CA (0.820%), and Wedgewood 401(K) Plan in Redondo Beach, CA (0.780%), and 2 others, ending with Pango Group 401(K) Retirement Plan in Glendale, CA (0.750%).

tied with Lereta, LLC 401(K) Plan in Pomona, CA (0.600%).

exceeded Newport Pacific Capital Co., Inc. 401(K) Profit Sharing Plan in Irvine, CA (0.580%), Keystone Pacific 401(K) Plan in Irvine, CA (0.550%), Kennedy Wilson 401(K) Plan in Beverly Hills, CA (0.540%), and Realty Center Management, Inc. 401(K) Plan in Culver City, CA (0.530%), and 82 others, ending with Air Lease Corporation 401(K) Plan in Los Angeles, CA (-0.060%).

References

  1. whose economic sector is. The economic sector is the first two digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. in state. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  3. total administrative expense ratio. Lower values are better. Total administrative expense ratio (as a percentage) equals total administrative expenses (Line 2i(5), Schedule H) divided by total assets (end of plan year; Line 1f(b) from Schedule H), times 100. To qualify for total administrative expense ratio, the number of total assets must be at least $50,000. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.