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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 | $278,977 | $69,383+302.1% | $101,275+175.5% | $73,497+279.6% |
| Participation rate | 99.3% | 68.4%+31.0pp | 75.8%+23.5pp | 70.7%+28.7pp |
| Annual return | 3.16% | 18.46%-15.3pp | 46.48%-43.3pp | 28.51%-25.4pp |
| Employer contribution / active EE | $6,340 | $2,628+141.2% | $3,660+73.2% | $2,270+179.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $307 | $704-56.3% | $5,948-94.8% | $513-40.1% |