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 | $79,761 | $103,055-22.6% | $90,336-11.7% | $152,914-47.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 24.29% | 95.26%-71.0pp | 78.15%-53.9pp | 345.48%-321.2pp |
| Employer contribution / active EE | $3,138 | $3,141-0.1% | $2,856+9.9% | $4,764-34.1% |
| Participant deferral / active EE | $2,201 | $4,283-48.6% | $3,886-43.4% | $5,852-62.4% |
| Admin fee / account holder | $443 | $6,179-92.8% | $5,357-91.7% | $11,601-96.2% |