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 | $55,271 | $96,720-42.9% | $86,681-36.2% | $139,500-60.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.41% | 106.91%-95.5pp | 593.32%-581.9pp | 373.99%-362.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,026-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,919 | $4,838+43.0% | $4,440+55.8% | $6,713+3.1% |
| Admin fee / account holder | $12,264 | $6,415+91.2% | $5,620+118.2% | $11,410+7.5% |