Filed May 26, 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 | $75,977 | $71,192+6.7% | $117,857-35.5% | $62,293+22.0% |
| Participation rate | 79.0% | 74.2%+4.8pp | 79.7%-0.7pp | 69.5%+9.5pp |
| Annual return | 22.28% | 18.66%+3.6pp | 335.09%-312.8pp | 28.90%-6.6pp |
| Employer contribution / active EE | $2,957 | $1,934+52.9% | $3,786-21.9% | $2,042+44.8% |
| Participant deferral / active EE | $5,703 | $3,189+78.9% | $4,482+27.3% | $3,169+80.0% |
| Admin fee / account holder | $3,812 | $587+549.1% | $8,020-52.5% | $479+695.2% |