Filed December 21, 2018
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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 | $48,680 | $48,570+0.2% | $130,660-62.7% | $72,976-33.3% |
| Participation rate | 77.1% | 58.6%+18.5pp | 71.7%+5.3pp | 69.5%+7.6pp |
| Annual return | 45.75% | 38.63%+7.1pp | 1709.29%-1663.5pp | 81.02%-35.3pp |
| Employer contribution / active EE | $1,698 | $1,334+27.3% | $4,092-58.5% | $2,440-30.4% |
| Participant deferral / active EE | $1,140 | $2,384-52.2% | $3,603-68.4% | $3,608-68.4% |
| Admin fee / account holder | $2,849 | $3,549-19.7% | $5,463-47.8% | $5,124-44.4% |