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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 | $122,042+1158.1% | $184,243+733.4% | $74,429+1962.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.97% | 19.91%-8.9pp | 28.82%-17.8pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $35,092 | $4,538+673.4% | $6,427+446.0% | $2,625+1236.9% |
| Participant deferral / active EE | $15,107 | $7,143+111.5% | $9,132+65.4% | $4,348+247.4% |
| Admin fee / account holder | $2,040 | $1,252+62.9% | $13,914-85.3% | $1,944+4.9% |