Filed August 7, 2015
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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 | $102,767 | $138,393-25.7% | $184,256-44.2% | $80,959+26.9% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.7%+30.0pp |
| Annual return | 11.87% | 20.01%-8.1pp | 28.85%-17.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $5,608 | $4,847+15.7% | $6,427-12.7% | $2,757+103.4% |
| Participant deferral / active EE | $4,490 | $7,076-36.5% | $9,133-50.8% | $4,300+4.4% |
| Admin fee / account holder | $3,064 | $10,489-70.8% | $13,899-78.0% | $6,925-55.7% |