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 | $29,113 | $60,139-51.6% | $90,468-67.8% | $79,859-63.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 21.97% | 71.96%-50.0pp | 1294.94%-1273.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $595 | $2,069-71.2% | $3,264-81.8% | $2,471-75.9% |
| Participant deferral / active EE | $2,341 | $2,939-20.3% | $3,964-40.9% | $3,741-37.4% |
| Admin fee / account holder | $841 | $3,978-78.9% | $5,614-85.0% | $5,307-84.2% |