Filed June 26, 2018
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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 | $113,919 | $54,370+109.5% | $82,763+37.6% | $68,490+66.3% |
| Participation rate | 78.0% | 63.9%+14.1pp | 72.6%+5.5pp | 67.9%+10.1pp |
| Annual return | -14.85% | -13.67%-1.2pp | 702.45%-717.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,029 | $2,219+81.6% | $3,008+33.9% | $2,597+55.2% |
| Participant deferral / active EE | $9,636 | $3,247+196.8% | $4,395+119.3% | $4,028+139.2% |
| Admin fee / account holder | $7,606 | $4,398+72.9% | $5,325+42.8% | $5,403+40.8% |