Filed April 24, 1995 (most recent of 3 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $299,066 | $80,992+269.3% | $96,564+209.7% | $75,184+297.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.46% | 27.06%-11.6pp | 25.89%-10.4pp | 160.78%-145.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,967-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,852-100.0% | $4,127-100.0% |
| Admin fee / account holder | $27,185 | $6,717+304.7% | $8,256+229.3% | $5,652+381.0% |