Filed July 9, 1997
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 | $38,197 | $56,197-32.0% | $67,652-43.5% | $59,633-35.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.71% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.47%-2040.8pp |
| Employer contribution / active EE | $2,163 | $1,615+34.0% | $2,266-4.5% | $2,203-1.8% |
| Participant deferral / active EE | $1,440 | $2,844-49.4% | $3,560-59.6% | $3,192-54.9% |
| Admin fee / account holder | $2,268 | $3,958-42.7% | $4,821-53.0% | $4,297-47.2% |