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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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $266,702 | $86,922+206.8% | $102,438+160.4% | $80,874+229.8% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.1pp |
| Annual return | 10.31% | 18.90%-8.6pp | 29.37%-19.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $7,597 | $2,369+220.6% | $3,024+151.3% | $2,756+175.7% |
| Participant deferral / active EE | $14,389 | $4,119+249.4% | $5,054+184.7% | $4,297+234.9% |
| Admin fee / account holder | $768 | $8,050-90.5% | $9,448-91.9% | $6,935-88.9% |