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 | $178,084 | $171,867+3.6% | $149,721+18.9% | $147,587+20.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.94% | 2113.36%-2098.4pp | 1501.67%-1486.7pp | 578.60%-563.7pp |
| Employer contribution / active EE | $6,089 | $6,275-3.0% | $5,444+11.8% | $4,876+24.9% |
| Participant deferral / active EE | $9,284 | $7,270+27.7% | $6,568+41.3% | $5,439+70.7% |
| Admin fee / account holder | $103,248 | $13,799+648.2% | $11,282+815.1% | $10,886+848.5% |