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 | $60,169 | $90,613-33.6% | $79,472-24.3% | $135,381-55.6% |
| Participation rate | 85.7% | 76.1%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -5.70% | 977.77%-983.5pp | 718.32%-724.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,817 | $3,068-8.2% | $2,801+0.6% | $4,779-41.0% |
| Participant deferral / active EE | $2,078 | $4,051-48.7% | $3,704-43.9% | $5,609-62.9% |
| Admin fee / account holder | $5,288 | $5,895-10.3% | $5,104+3.6% | $10,828-51.2% |