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 | $63,491 | $72,486-12.4% | $87,102-27.1% | $72,977-13.0% |
| Participation rate | 94.5% | 72.8%+21.7pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 22.75% | 24.46%-1.7pp | 28.19%-5.4pp | 81.02%-58.3pp |
| Employer contribution / active EE | $1,780 | $1,894-6.0% | $2,521-29.4% | $2,440-27.0% |
| Participant deferral / active EE | $1,491 | $3,270-54.4% | $4,048-63.2% | $3,608-58.7% |
| Admin fee / account holder | $2,717 | $5,055-46.2% | $7,493-63.7% | $5,124-47.0% |