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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,533 | $100,949-20.2% | $90,468-11.0% | $158,988-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.78% | 1727.53%-1709.7pp | 1294.94%-1277.2pp | 303.00%-285.2pp |
| Employer contribution / active EE | $8,570 | $3,691+132.2% | $3,264+162.6% | $4,763+79.9% |
| Participant deferral / active EE | $6,516 | $4,349+49.8% | $3,964+64.4% | $5,983+8.9% |
| Admin fee / account holder | $19,269 | $6,507+196.1% | $5,614+243.2% | $11,252+71.3% |