Filed October 3, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,465 | $65,367+410.1% | $92,915+258.9% | $72,976+357.0% |
| Participation rate | 98.9% | 68.3%+30.5pp | 76.0%+22.8pp | 69.5%+29.4pp |
| Annual return | 16.79% | 42.11%-25.3pp | 109.45%-92.7pp | 81.02%-64.2pp |
| Employer contribution / active EE | $16,389 | $2,594+531.8% | $3,653+348.6% | $2,440+571.7% |
| Participant deferral / active EE | $9,204 | $3,128+194.2% | $4,238+117.2% | $3,608+155.1% |
| Admin fee / account holder | $11,337 | $4,251+166.7% | $5,796+95.6% | $5,124+121.3% |