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 | $243,912 | $167,510+45.6% | $151,634+60.9% | $134,554+81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.85% | 7.81%-21.7pp | 3.32%-17.2pp | 418.46%-432.3pp |
| Employer contribution / active EE | $6,833 | $6,828+0.1% | $6,165+10.8% | $4,742+44.1% |
| Participant deferral / active EE | $9,488 | $8,985+5.6% | $8,363+13.5% | $6,401+48.2% |
| Admin fee / account holder | $2,300 | $13,781-83.3% | $11,614-80.2% | $11,430-79.9% |