Filed October 3, 2016
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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 | $188,096 | $86,298+118.0% | $111,308+69.0% | $85,847+119.1% |
| Participation rate | 95.5% | 73.3%+22.2pp | 77.3%+18.2pp | 69.3%+26.2pp |
| Annual return | 20.13% | 19.99%+0.1pp | 54.67%-34.5pp | 318.61%-298.5pp |
| Employer contribution / active EE | $2,486 | $2,044+21.6% | $2,732-9.0% | $2,565-3.1% |
| Participant deferral / active EE | $4,678 | $3,641+28.5% | $4,487+4.2% | $3,952+18.4% |
| Admin fee / account holder | $3,756 | $8,189-54.1% | $7,965-52.8% | $6,261-40.0% |