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 | $170,017 | $160,059+6.2% | $140,019+21.4% | $135,381+25.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.49% | 911.51%-919.0pp | 651.19%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $6,456 | $6,420+0.6% | $5,605+15.2% | $4,779+35.1% |
| Participant deferral / active EE | $9,650 | $7,641+26.3% | $6,927+39.3% | $5,609+72.1% |
| Admin fee / account holder | $6,804 | $13,328-49.0% | $10,705-36.4% | $10,828-37.2% |