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 | $1,972,514 | $183,539+974.7% | $155,556+1168.0% | $145,897+1252.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $45,305 | $5,315+752.4% | $4,675+869.0% | $4,663+871.7% |
| Participant deferral / active EE | $26,574 | $6,467+310.9% | $5,631+371.9% | $6,689+297.3% |
| Admin fee / account holder | $25,713 | $19,275+33.4% | $15,885+61.9% | $13,390+92.0% |