Filed November 27, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,365 | $69,977-19.5% | $108,582-48.1% | $62,881-10.4% |
| Participation rate | 88.1% | 72.9%+15.2pp | 79.6%+8.5pp | 69.3%+18.8pp |
| Annual return | 8.25% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,399 | $2,135-34.5% | $3,758-62.8% | $2,281-38.7% |
| Participant deferral / active EE | $4,284 | $3,165+35.4% | $4,311-0.6% | $3,203+33.8% |
| Admin fee / account holder | $2,200 | $5,076-56.7% | $7,645-71.2% | $4,296-48.8% |