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 | $22,201 | $54,763-59.5% | $90,336-75.4% | $72,977-69.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.91% | 30.63%-7.7pp | 78.15%-55.2pp | 81.02%-58.1pp |
| Employer contribution / active EE | $603 | $2,093-71.2% | $2,856-78.9% | $2,440-75.3% |
| Participant deferral / active EE | $2,204 | $2,887-23.7% | $3,886-43.3% | $3,608-38.9% |
| Admin fee / account holder | $1,385 | $3,973-65.2% | $5,357-74.2% | $5,124-73.0% |