Filed April 25, 2018 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,291 | $136,307-30.1% | $177,848-46.4% | $73,497+29.7% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.7%+0.7pp | 70.7%+17.8pp |
| Annual return | 14.88% | 18.68%-3.8pp | 48.33%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,535 | $3,712-31.7% | $5,919-57.2% | $2,270+11.7% |
| Participant deferral / active EE | $4,857 | $5,829-16.7% | $7,714-37.0% | $3,740+29.9% |
| Admin fee / account holder | $5,787 | $596+871.7% | $12,431-53.4% | $513+1027.9% |