Filed October 18, 2004
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 | $149,508 | $140,592+6.3% | $123,105+21.4% | $125,389+19.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.82% | 16.80%-18.6pp | 13.22%-15.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $11,501 | $6,041+90.4% | $5,151+123.3% | $4,866+136.3% |
| Participant deferral / active EE | $13,744 | $6,980+96.9% | $6,229+120.6% | $5,352+156.8% |
| Admin fee / account holder | $122,270 | $11,198+991.9% | $9,014+1256.4% | $9,541+1181.5% |