Filed August 20, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,053 | $185,900+10.8% | $170,055+21.2% | $139,500+47.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.72% | 60.58%-46.9pp | 53.43%-39.7pp | 373.99%-360.3pp |
| Employer contribution / active EE | $1,554 | $7,597-79.6% | $6,790-77.1% | $4,755-67.3% |
| Participant deferral / active EE | $12,460 | $11,626+7.2% | $10,410+19.7% | $6,713+85.6% |
| Admin fee / account holder | $57,771 | $15,399+275.2% | $12,828+350.4% | $11,410+406.3% |