Filed February 7, 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 | $165,940 | $93,617+77.3% | $135,982+22.0% | $75,177+120.7% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 24.43% | 30.89%-6.5pp | 68.32%-43.9pp | 160.75%-136.3pp |
| Employer contribution / active EE | $3,394 | $3,538-4.1% | $4,859-30.1% | $2,671+27.1% |
| Participant deferral / active EE | $10,226 | $6,406+59.6% | $7,760+31.8% | $4,126+147.8% |
| Admin fee / account holder | $4,357 | $6,980-37.6% | $10,767-59.5% | $5,651-22.9% |