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 | $59,542 | $138,393-57.0% | $184,256-67.7% | $80,959-26.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.80% | 20.01%-4.2pp | 28.85%-13.0pp | 35.67%-19.9pp |
| Employer contribution / active EE | $6,505 | $4,847+34.2% | $6,427+1.2% | $2,757+135.9% |
| Participant deferral / active EE | $4,710 | $7,076-33.4% | $9,133-48.4% | $4,300+9.5% |
| Admin fee / account holder | $1,586 | $10,489-84.9% | $13,899-88.6% | $6,925-77.1% |