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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.
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 | $285,895 | $63,114+353.0% | $92,909+207.7% | $65,185+338.6% |
| Participation rate | 98.7% | 68.8%+29.9pp | 76.0%+22.7pp | 70.2%+28.5pp |
| Annual return | 15.59% | 28.75%-13.2pp | 109.44%-93.8pp | 29.38%-13.8pp |
| Employer contribution / active EE | $6,173 | $2,571+140.1% | $3,653+69.0% | $2,177+183.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $302 | $624-51.6% | $5,795-94.8% | $847-64.4% |