Filed December 31, 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 | $32,439 | $93,345-65.2% | $119,126-72.8% | $87,485-62.9% |
| Participation rate | 95.6% | 68.7%+26.9pp | 75.8%+19.8pp | 68.9%+26.7pp |
| Annual return | 12.80% | 19.08%-6.3pp | 282.11%-269.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,245 | $3,172-29.2% | $4,034-44.4% | $2,596-13.5% |
| Participant deferral / active EE | $4,567 | $4,099+11.4% | $5,318-14.1% | $4,274+6.9% |
| Admin fee / account holder | $2,547 | $8,039-68.3% | $10,693-76.2% | $7,775-67.2% |