Filed March 8, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,129,775 | $198,456+469.3% | $170,435+562.9% | $147,587+665.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.02% | 257.31%-246.3pp | 205.94%-194.9pp | 578.60%-567.6pp |
| Employer contribution / active EE | $35,294 | $6,183+470.8% | $5,432+549.7% | $4,876+623.8% |
| Participant deferral / active EE | $18,353 | $5,629+226.0% | $4,939+271.6% | $5,439+237.4% |
| Admin fee / account holder | $9,162 | $16,852-45.6% | $13,881-34.0% | $10,886-15.8% |