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 | $353,850 | $77,677+355.5% | $109,173+224.1% | $79,391+345.7% |
| Participation rate | 88.2% | 67.8%+20.4pp | 75.9%+12.3pp | 70.7%+17.5pp |
| Annual return | 12.23% | 23.44%-11.2pp | 25.75%-13.5pp | 116.88%-104.7pp |
| Employer contribution / active EE | $13,276 | $2,798+374.4% | $3,723+256.6% | $2,428+446.8% |
| Participant deferral / active EE | $8,205 | $3,517+133.3% | $4,654+76.3% | $4,046+102.8% |
| Admin fee / account holder | $6,621 | $732+804.0% | $6,755-2.0% | $627+956.9% |