Filed July 8, 2010 (most recent of 4 filings on file)
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 | $122,741 | $72,114+70.2% | $108,745+12.9% | $62,881+95.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 6.83% | 13.41%-6.6pp | 46.22%-39.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,466 | $2,694+28.7% | $3,323+4.3% | $2,281+52.0% |
| Participant deferral / active EE | $6,780 | $4,044+67.6% | $5,121+32.4% | $3,203+111.7% |
| Admin fee / account holder | $10,042 | $4,608+117.9% | $6,144+63.5% | $4,296+133.8% |