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 | $1,732,772 | $217,430+696.9% | $185,854+832.3% | $167,560+934.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 31.94% | 148.44%-116.5pp | 122.12%-90.2pp | 478.94%-447.0pp |
| Employer contribution / active EE | $36,736 | $5,875+525.3% | $5,169+610.7% | $4,840+659.0% |
| Participant deferral / active EE | $21,838 | $6,357+243.5% | $5,569+292.2% | $6,343+244.3% |
| Admin fee / account holder | $10,188 | $19,821-48.6% | $16,246-37.3% | $12,317-17.3% |