Filed December 7, 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 | $78,490 | $75,183+4.4% | $123,894-36.6% | $55,167+42.3% |
| Participation rate | 77.3% | 72.8%+4.5pp | 81.4%-4.1pp | 69.0%+8.3pp |
| Annual return | 19.79% | 19.01%+0.8pp | 47.52%-27.7pp | 169.23%-149.4pp |
| Employer contribution / active EE | $3,521 | $2,823+24.7% | $4,617-23.7% | $1,963+79.4% |
| Participant deferral / active EE | $8,413 | $5,084+65.5% | $5,984+40.6% | $3,054+175.5% |
| Admin fee / account holder | $1,682 | $663+153.9% | $8,357-79.9% | $504+233.8% |