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 | $161,030 | $49,245+227.0% | $70,492+128.4% | $79,859+101.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.29% | 30.11%-16.8pp | 109.16%-95.9pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,005 | $2,100+90.7% | $2,738+46.3% | $2,471+62.1% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,141 | $2,879+43.8% | $3,848+7.6% | $5,307-22.0% |