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 | $53,220 | $46,697+14.0% | $117,529-54.7% | $68,490-22.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | 5.14% | -14.52%+19.7pp | 29.77%-24.6pp | -7.85%+13.0pp |
| Employer contribution / active EE | $1,506 | $1,5060% | $4,179-64.0% | $2,597-42.0% |
| Participant deferral / active EE | $3,154 | $2,637+19.6% | $4,072-22.6% | $4,028-21.7% |
| Admin fee / account holder | $2,612 | $4,023-35.1% | $5,645-53.7% | $5,403-51.7% |