Filed September 16, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,877 | $44,746-4.2% | $88,179-51.4% | $64,097-33.1% |
| Participation rate | 77.9% | 39.8%+38.0pp | 69.1%+8.7pp | 55.2%+22.7pp |
| Annual return | 136.98% | 24.70%+112.3pp | 64.97%+72.0pp | 34.64%+102.3pp |
| Employer contribution / active EE | $3,866 | $1,078+258.7% | $2,549+51.7% | $1,891+104.4% |
| Participant deferral / active EE | $7,910 | $2,072+281.8% | $4,614+71.4% | $3,080+156.8% |
| Admin fee / account holder | $1,536 | $3,437-55.3% | $7,673-80.0% | $3,454-55.5% |