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 | $1,516,302 | $167,350+806.1% | $143,801+954.4% | $134,554+1026.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.41% | 0.48%-10.9pp | -0.04%-10.4pp | 418.46%-428.9pp |
| Employer contribution / active EE | $39,885 | $5,620+609.6% | $4,952+705.4% | $4,742+741.1% |
| Participant deferral / active EE | $21,074 | $6,447+226.9% | $5,639+273.7% | $6,401+229.2% |
| Admin fee / account holder | $21,405 | $18,096+18.3% | $14,680+45.8% | $11,430+87.3% |