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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,225,925 | $80,753+1418.1% | $136,298+799.4% | $62,293+1868.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.31% | 35.83%-21.5pp | 5156.27%-5142.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $27,841 | $2,884+865.5% | $4,696+492.9% | $2,042+1263.2% |
| Participant deferral / active EE | $21,542 | $5,164+317.1% | $6,247+244.8% | $3,169+579.7% |
| Admin fee / account holder | $486 | $525-7.5% | $9,244-94.7% | $479+1.3% |