Filed May 15, 2019
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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 | $162,524 | $78,670+106.6% | $109,173+48.9% | $85,847+89.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 57.83% | 25.09%+32.7pp | 25.75%+32.1pp | 318.61%-260.8pp |
| Employer contribution / active EE | $6,753 | $2,734+147.0% | $3,723+81.4% | $2,565+163.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,793 | $5,469-48.9% | $6,755-58.7% | $6,261-55.4% |