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 | $181,075 | $46,555+288.9% | $64,110+182.4% | $75,184+140.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.95% | 26.07%-9.1pp | 33.75%-16.8pp | 160.78%-143.8pp |
| Employer contribution / active EE | $9,164 | $1,977+363.6% | $2,751+233.2% | $2,671+243.1% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,883-100.0% | $4,127-100.0% |
| Admin fee / account holder | $2,487 | $2,959-16.0% | $3,071-19.0% | $5,652-56.0% |