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 | $48,645 | $185,900-73.8% | $170,055-71.4% | $139,500-65.1% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 19.06% | 60.58%-41.5pp | 53.43%-34.4pp | 373.99%-354.9pp |
| Employer contribution / active EE | $1,798 | $7,597-76.3% | $6,790-73.5% | $4,755-62.2% |
| Participant deferral / active EE | $4,129 | $11,626-64.5% | $10,410-60.3% | $6,713-38.5% |
| Admin fee / account holder | $3,145 | $15,399-79.6% | $12,828-75.5% | $11,410-72.4% |