Filed August 1, 2006
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 | $16,964 | $45,152-62.4% | $73,837-77.0% | $59,633-71.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.52% | 27.40%-25.9pp | 2268.13%-2266.6pp | 2041.47%-2040.0pp |
| Employer contribution / active EE | $457 | $1,901-76.0% | $2,788-83.6% | $2,203-79.3% |
| Participant deferral / active EE | $1,406 | $2,573-45.3% | $3,583-60.8% | $3,192-55.9% |
| Admin fee / account holder | $1,049 | $3,515-70.1% | $4,882-78.5% | $4,297-75.6% |