Filed June 23, 2014
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,398 | $201,370-69.0% | $184,256-66.1% | $145,897-57.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.62% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,034 | $7,024-71.0% | $6,427-68.4% | $4,663-56.4% |
| Participant deferral / active EE | $4,459 | $9,808-54.5% | $9,133-51.2% | $6,689-33.3% |
| Admin fee / account holder | $2,308 | $16,364-85.9% | $13,899-83.4% | $13,390-82.8% |