Filed May 10, 2018
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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 | $113,006 | $72,486+55.9% | $87,103+29.7% | $72,976+54.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 40.18% | 24.46%+15.7pp | 28.19%+12.0pp | 81.02%-40.8pp |
| Employer contribution / active EE | $7,758 | $1,894+309.6% | $2,521+207.7% | $2,440+217.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,477 | $5,055-51.0% | $7,491-66.9% | $5,124-51.7% |