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 | $143,827 | $77,443+85.7% | $69,480+107.0% | $152,914-5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.29% | 39.09%-21.8pp | 28.99%-11.7pp | 345.48%-328.2pp |
| Employer contribution / active EE | $9,233 | $3,316+178.5% | $2,780+232.2% | $4,764+93.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,852-100.0% |
| Admin fee / account holder | $11,879 | $6,208+91.3% | $3,840+209.4% | $11,601+2.4% |