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 | $65,279 | $209,873-68.9% | $189,534-65.6% | $167,560-61.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.52% | 748.71%-733.2pp | 555.39%-539.9pp | 478.94%-463.4pp |
| Employer contribution / active EE | $6,503 | $6,915-6.0% | $6,162+5.5% | $4,840+34.4% |
| Participant deferral / active EE | $4,420 | $8,934-50.5% | $8,220-46.2% | $6,343-30.3% |
| Admin fee / account holder | $1,207 | $14,301-91.6% | $12,049-90.0% | $12,317-90.2% |