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 | $39,429 | $65,447-39.8% | $98,508-60.0% | $85,852-54.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 40.41% | 21.75%+18.7pp | 1495.22%-1454.8pp | 318.66%-278.2pp |
| Employer contribution / active EE | $1,869 | $2,169-13.9% | $2,961-36.9% | $2,566-27.2% |
| Participant deferral / active EE | $2,236 | $3,168-29.4% | $4,276-47.7% | $3,952-43.4% |
| Admin fee / account holder | $9,289 | $4,596+102.1% | $5,956+56.0% | $6,261+48.4% |