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 | $21,983 | $53,128-58.6% | $86,593-74.6% | $70,126-68.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.53% | 27.66%-7.1pp | 965.08%-944.6pp | 73.15%-52.6pp |
| Employer contribution / active EE | $473 | $2,068-77.2% | $2,840-83.4% | $2,343-79.8% |
| Participant deferral / active EE | $1,598 | $2,695-40.7% | $3,609-55.7% | $3,332-52.0% |
| Admin fee / account holder | $330 | $3,584-90.8% | $4,904-93.3% | $4,646-92.9% |