Filed January 21, 2021
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,605 | $82,674+267.2% | $125,363+142.2% | $68,495+343.3% |
| Participation rate | 90.8% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -4.93% | -5.97%+1.0pp | 572.15%-577.1pp | -7.84%+2.9pp |
| Employer contribution / active EE | $20,248 | $3,382+498.7% | $4,815+320.5% | $2,596+679.8% |
| Participant deferral / active EE | $5,679 | $6,111-7.1% | $7,447-23.7% | $4,028+41.0% |
| Admin fee / account holder | $14,362 | $6,276+128.8% | $10,005+43.5% | $5,403+165.8% |