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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,851 |
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 | $48,067 | $72,273-33.5% | $101,275-52.5% | $79,856-39.8% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 12.37% | 22.30%-9.9pp | 46.48%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,324 | $2,691-50.8% | $3,660-63.8% | $2,471-46.4% |
| Participant deferral / active EE | $2,884 | $3,282-12.1% | $4,371-34.0% | $3,741-22.9% |
| Admin fee / account holder | $2,560 | $4,401-41.8% | $5,948-57.0% | $5,306-51.8% |