Filed October 21, 2013
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,385 | $95,640+179.6% | $76,891+247.7% | $139,500+91.7% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 14.40% | 55.03%-40.6pp | 37.91%-23.5pp | 373.99%-359.6pp |
| Employer contribution / active EE | $0 | $3,146-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,625-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,189 | $8,329-61.7% | $5,488-41.9% | $11,410-72.1% |