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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,182 | $85,171-54.0% | $172,753-77.3% | $72,976-46.3% |
| Participation rate | 72.0% | 70.1%+1.9pp | 82.6%-10.7pp | 69.5%+2.5pp |
| Annual return | 20.79% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $880 | $3,324-73.5% | $5,144-82.9% | $2,440-63.9% |
| Participant deferral / active EE | $2,798 | $3,260-14.2% | $5,198-46.2% | $3,608-22.4% |
| Admin fee / account holder | $538 | $5,880-90.9% | $13,956-96.1% | $5,124-89.5% |