Filed April 19, 2017
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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 | $107,758 | $82,674+30.3% | $125,381-14.1% | $68,486+57.3% |
| Participation rate | 92.8% | 75.1%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | 3.76% | -5.97%+9.7pp | 572.31%-568.5pp | -7.85%+11.6pp |
| Employer contribution / active EE | $3,272 | $3,382-3.3% | $4,815-32.1% | $2,597+26.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,208 | $6,277-80.7% | $10,007-87.9% | $5,404-77.6% |