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 | $48,097 | $49,177-2.2% | $79,472-39.5% | $64,173-25.1% |
| Participation rate | 95.4% | 65.0%+30.4pp | 73.3%+22.0pp | 69.6%+25.8pp |
| Annual return | 9.32% | -1.16%+10.5pp | 718.32%-709.0pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,700 | $2,076-18.1% | $2,801-39.3% | $2,381-28.6% |
| Participant deferral / active EE | $1,563 | $2,821-44.6% | $3,704-57.8% | $3,470-54.9% |
| Admin fee / account holder | $3,500 | $3,839-8.8% | $5,104-31.4% | $4,887-28.4% |