Filed October 28, 2019
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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 | $93,449 | $45,082+107.3% | $69,464+34.5% | $72,975+28.1% |
| Participation rate | 98.3% | 68.5%+29.8pp | 74.6%+23.7pp | 69.5%+28.8pp |
| Annual return | 25.16% | 22.66%+2.5pp | 28.98%-3.8pp | 81.01%-55.9pp |
| Employer contribution / active EE | $8,500 | $2,055+313.6% | $2,779+205.8% | $2,440+248.4% |
| Participant deferral / active EE | $9,221 | $2,604+254.1% | $3,536+160.8% | $3,608+155.6% |
| Admin fee / account holder | $6,911 | $3,057+126.1% | $3,840+80.0% | $5,124+34.9% |