Filed December 30, 2016
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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 | $99,236 | $109,359-9.3% | $162,185-38.8% | $72,976+36.0% |
| Participation rate | 96.4% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+26.9pp |
| Annual return | 20.25% | 25.46%-5.2pp | 115.61%-95.4pp | 81.02%-60.8pp |
| Employer contribution / active EE | $8,262 | $3,907+111.5% | $5,613+47.2% | $2,440+238.6% |
| Participant deferral / active EE | $8,062 | $5,481+47.1% | $7,297+10.5% | $3,608+123.5% |
| Admin fee / account holder | $3,770 | $7,972-52.7% | $10,844-65.2% | $5,124-26.4% |