Filed March 11, 2019 (most recent of 2 filings on file)
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,154 | $146,267+74.4% | $197,124+29.4% | $82,448+209.5% |
| Participation rate | 96.8% | 84.0%+12.8pp | 86.7%+10.1pp | 68.1%+28.7pp |
| Annual return | 15.55% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $7,132 | $4,723+51.0% | $6,227+14.5% | $2,551+179.6% |
| Participant deferral / active EE | $8,509 | $7,035+21.0% | $9,135-6.9% | $4,139+105.6% |
| Admin fee / account holder | $30,531 | $14,422+111.7% | $16,298+87.3% | $7,234+322.0% |