Filed October 3, 2013
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 | $103,240 | $99,025+4.3% | $86,593+19.2% | $147,587-30.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.50% | 1312.75%-1295.2pp | 965.08%-947.6pp | 578.60%-561.1pp |
| Employer contribution / active EE | $3,683 | $3,133+17.6% | $2,840+29.7% | $4,876-24.5% |
| Participant deferral / active EE | $6,672 | $3,973+68.0% | $3,609+84.9% | $5,439+22.7% |
| Admin fee / account holder | $17,425 | $5,709+205.2% | $4,904+255.3% | $10,886+60.1% |