Filed February 22, 2017 (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 | $125,475 | $65,423+91.8% | $98,477+27.4% | $85,856+46.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.41% | 21.76%-7.3pp | 1493.59%-1479.2pp | 318.58%-304.2pp |
| Employer contribution / active EE | $10,196 | $2,168+370.3% | $2,961+244.4% | $2,565+297.5% |
| Participant deferral / active EE | $8,283 | $3,167+161.5% | $4,276+93.7% | $3,952+109.6% |
| Admin fee / account holder | $7,055 | $4,594+53.6% | $5,951+18.5% | $6,261+12.7% |