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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,535,395 | $122,051+1158.0% | $184,185+733.6% | $74,400+1963.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.97% | 19.91%-8.9pp | 28.81%-17.8pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $35,092 | $4,539+673.1% | $6,426+446.1% | $2,624+1237.1% |
| Participant deferral / active EE | $15,107 | $7,146+111.4% | $9,132+65.4% | $4,348+247.4% |
| Admin fee / account holder | $2,040 | $1,258+62.1% | $13,909-85.3% | $1,944+4.9% |