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 | $77,666 | $86,294-10.0% | $111,319-30.2% | $85,852-9.5% |
| Participation rate | 98.4% | 73.3%+25.1pp | 77.3%+21.1pp | 69.3%+29.1pp |
| Annual return | 12.91% | 19.99%-7.1pp | 54.68%-41.8pp | 318.66%-305.7pp |
| Employer contribution / active EE | $1,935 | $2,044-5.3% | $2,732-29.2% | $2,566-24.6% |
| Participant deferral / active EE | $1,893 | $3,641-48.0% | $4,488-57.8% | $3,952-52.1% |
| Admin fee / account holder | $9,580 | $8,190+17.0% | $7,966+20.3% | $6,261+53.0% |