Filed August 21, 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 | $23,421 | $82,674-71.7% | $125,381-81.3% | $68,486-65.8% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -11.10% | -5.97%-5.1pp | 572.31%-583.4pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,819 | $3,382-16.7% | $4,815-41.5% | $2,597+8.5% |
| Participant deferral / active EE | $9,877 | $6,111+61.6% | $7,448+32.6% | $4,028+145.2% |
| Admin fee / account holder | $1,169 | $6,277-81.4% | $10,007-88.3% | $5,404-78.4% |