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 | $1,290,428 | $180,461+615.1% | $154,110+737.3% | $135,381+853.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.35% | 888.23%-876.9pp | 735.22%-723.9pp | 519.81%-508.5pp |
| Employer contribution / active EE | $36,204 | $6,035+499.9% | $5,298+583.4% | $4,779+657.6% |
| Participant deferral / active EE | $19,500 | $5,806+235.8% | $5,081+283.8% | $5,609+247.7% |
| Admin fee / account holder | $14,488 | $16,146-10.3% | $13,412+8.0% | $10,828+33.8% |