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 | $120,241 | $45,045+166.9% | $63,018+90.8% | $70,126+71.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.34% | 18.76%-3.4pp | 87.63%-72.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $8,386 | $2,052+308.6% | $2,761+203.7% | $2,343+258.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $656 | $2,834-76.9% | $3,601-81.8% | $4,646-85.9% |