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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 | $86,949+206.7% | $102,460+160.3% | $80,959+229.4% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 10.31% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $7,597 | $2,370+220.6% | $3,025+151.1% | $2,757+175.5% |
| Participant deferral / active EE | $14,389 | $4,121+249.2% | $5,056+184.6% | $4,300+234.6% |
| Admin fee / account holder | $768 | $8,048-90.5% | $9,460-91.9% | $6,925-88.9% |