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 | $176,669 | $53,829+228.2% | $75,728+133.3% | $85,852+105.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.30% | 24.54%-11.2pp | 104.66%-91.4pp | 318.66%-305.4pp |
| Employer contribution / active EE | $15,325 | $2,017+659.7% | $2,743+458.6% | $2,566+497.4% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,350 | $3,339-29.6% | $3,620-35.1% | $6,261-62.5% |