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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $516,319 | $83,369+519.3% | $105,223+390.7% | $67,986+659.5% |
| Participation rate | 98.7% | 56.3%+42.4pp | 75.0%+23.6pp | 57.2%+41.5pp |
| Annual return | 33.17% | 24.64%+8.5pp | 180.65%-147.5pp | 31.67%+1.5pp |
| Employer contribution / active EE | $18,243 | $2,541+618.0% | $3,689+394.6% | $2,019+803.7% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |