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 | $168,584 | $109,906+53.4% | $98,508+71.1% | $167,560+0.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.88% | 1960.61%-1945.7pp | 1495.22%-1480.3pp | 478.94%-464.1pp |
| Employer contribution / active EE | $5,826 | $3,225+80.6% | $2,961+96.8% | $4,840+20.4% |
| Participant deferral / active EE | $6,841 | $4,673+46.4% | $4,276+60.0% | $6,343+7.9% |
| Admin fee / account holder | $2,762 | $6,761-59.1% | $5,956-53.6% | $12,317-77.6% |