Filed October 22, 2008
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 | $198,679 | $48,337+311.0% | $67,560+194.1% | $80,959+145.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.76% | 18.26%-4.5pp | 3533.50%-3519.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $8,491 | $2,023+319.8% | $2,737+210.3% | $2,757+208.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,385 | $3,695+18.7% | $3,994+9.8% | $6,925-36.7% |