Filed April 21, 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 | $132,868 | $125,797+5.6% | $170,057-21.9% | $75,177+76.7% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.0%+1.2pp | 67.2%+21.0pp |
| Annual return | 18.18% | 27.20%-9.0pp | 53.42%-35.2pp | 160.75%-142.6pp |
| Employer contribution / active EE | $6,206 | $4,616+34.4% | $6,790-8.6% | $2,671+132.3% |
| Participant deferral / active EE | $5,952 | $6,838-13.0% | $10,411-42.8% | $4,126+44.2% |
| Admin fee / account holder | $2,663 | $8,177-67.4% | $12,826-79.2% | $5,651-52.9% |