Filed March 13, 1
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 | $38,545 | $184,000-79.1% | $162,185-76.2% | $152,914-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.32% | 150.80%-128.5pp | 115.61%-93.3pp | 345.48%-323.2pp |
| Employer contribution / active EE | $5,132 | $6,370-19.4% | $5,613-8.6% | $4,764+7.7% |
| Participant deferral / active EE | $2,891 | $8,033-64.0% | $7,297-60.4% | $5,852-50.6% |
| Admin fee / account holder | $8,708 | $13,124-33.6% | $10,844-19.7% | $11,601-24.9% |