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 | $2,677,211 | $227,399+1077.3% | $189,758+1310.9% | $198,609+1248.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 36.79% | 61.03%-24.2pp | 52.62%-15.8pp | 202.70%-165.9pp |
| Employer contribution / active EE | $46,661 | $5,526+744.4% | $4,767+878.9% | $5,055+823.0% |
| Participant deferral / active EE | $26,132 | $6,837+282.2% | $5,856+346.2% | $6,977+274.5% |
| Admin fee / account holder | $87,461 | $25,162+247.6% | $20,388+329.0% | $19,030+359.6% |