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 | $52,281 | $125,814-58.4% | $170,055-69.3% | $75,184-30.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.20% | 27.20%-9.0pp | 53.43%-35.2pp | 160.78%-142.6pp |
| Employer contribution / active EE | $5,285 | $4,617+14.5% | $6,790-22.2% | $2,671+97.8% |
| Participant deferral / active EE | $3,862 | $6,839-43.5% | $10,410-62.9% | $4,127-6.4% |
| Admin fee / account holder | $9,319 | $8,177+14.0% | $12,828-27.4% | $5,652+64.9% |