Filed September 10, 2020
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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 | $49,325 | $70,917-30.4% | $98,920-50.1% | $73,497-32.9% |
| Participation rate | 99.3% | 73.8%+25.5pp | 76.0%+23.3pp | 70.7%+28.6pp |
| Annual return | 77.25% | 34.18%+43.1pp | 196.47%-119.2pp | 28.51%+48.7pp |
| Employer contribution / active EE | $9,287 | $2,037+355.9% | $2,689+245.3% | $2,270+309.1% |
| Participant deferral / active EE | $13,267 | $3,501+279.0% | $4,245+212.5% | $3,740+254.8% |
| Admin fee / account holder | $1,253 | $535+134.2% | $6,643-81.1% | $513+144.2% |