Filed March 27, 2017 (most recent of 2 filings on file)
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,902 | $91,559+281.1% | $133,978+160.4% | $79,856+336.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.37% | 61.85%-46.5pp | 45.10%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,961 | $2,384+108.1% | $3,919+26.6% | $2,471+100.8% |
| Participant deferral / active EE | $5,339 | $3,734+43.0% | $5,047+5.8% | $3,741+42.7% |
| Admin fee / account holder | $23,867 | $6,321+277.6% | $8,930+167.3% | $5,306+349.8% |