Filed June 29, 2007 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,681 | $110,270-77.6% | $96,564-74.4% | $139,500-82.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.36% | 26.43%-7.1pp | 25.89%-6.5pp | 373.99%-354.6pp |
| Employer contribution / active EE | $5,153 | $3,623+42.2% | $2,967+73.7% | $4,755+8.4% |
| Participant deferral / active EE | $4,067 | $5,550-26.7% | $4,852-16.2% | $6,713-39.4% |
| Admin fee / account holder | $2,907 | $11,606-75.0% | $8,256-64.8% | $11,410-74.5% |