Filed October 19, 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 | $49,221 | $62,672-21.5% | $185,117-73.4% | $70,124-29.8% |
| Participation rate | 78.2% | 63.8%+14.4pp | 77.3%+0.9pp | 69.5%+8.6pp |
| Annual return | 14.05% | 40.79%-26.7pp | 40.50%-26.4pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,713 | $1,753-2.3% | $4,182-59.0% | $2,342-26.9% |
| Participant deferral / active EE | $3,137 | $3,272-4.1% | $5,045-37.8% | $3,332-5.9% |
| Admin fee / account holder | $1,337 | $3,932-66.0% | $8,159-83.6% | $4,645-71.2% |