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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,403,585 | $202,348+593.6% | $172,757+712.5% | $152,914+817.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.99% | 1029.95%-1023.0pp | 803.06%-796.1pp | 345.48%-338.5pp |
| Employer contribution / active EE | $35,339 | $5,858+503.3% | $5,144+587.0% | $4,764+641.8% |
| Participant deferral / active EE | $20,344 | $5,948+242.0% | $5,198+291.4% | $5,852+247.7% |
| Admin fee / account holder | $23,984 | $17,113+40.2% | $13,956+71.8% | $11,601+106.7% |