Plan Ledger DOL Form 5500 · updated monthly

Accion International403(b)

ACCION INTERNATIONAL 403(B) RETIREMENT PLAN · WASHINGTON, DC · plan year 2025

Reported admin expense ratio · 2025
0.15%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Accion International reported $38,817 in plan administrative expenses for 2025: 0.15% of average plan assets, below the peer median. Employer contributions averaged $8,714 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.13% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 265th-largest of 618 plans among District of Columbia employers on file, and the 2,948th of 11,911 in health care & social assistance. In 2025, employees put in $1.50 for every $1.00 the employer contributed; active participation has shrunk from 88 to 75 since 2022.

Plan summary
Net assets, end of year$27,520,623
Participants with balances150
Active participants75
Employer contributions$653,514
Employee contributions$978,968
Employer contribution per active participant$8,714
Average account balance$183,471
Benefits paid to participants$4,101,776
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$27.5M · 150 accts · $654K emplr
2024$25.5M · 180 accts · $545K emplr
2023$21.8M · 157 accts · $411K emplr
2022$19.0M · 144 accts · $768K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$36,209
Total administrative$38,817
Employer contributions to the Accion International plan · 2025
Employer contribution per active participant$8,714
Median for plans this size$2,666
2025$8,714 per active participant
2024$6,484 per active participant
2023$5,403 per active participant
2022$8,725 per active participant

Accion International's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,077
THE ANGELL PENSION GROUP INC · Contract administrator · Other services$750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$38,817 · 0.15%
2024$35,964 · 0.15%
2023$30,665 · 0.15%
2022$27,741 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · District of Columbia
Unity Health Care, Inc. DC$58.0M · 0.31%
Cw Financial Services LLC DC$34.5M · 0.41%
Whitman-Walker Clinic, Inc. DC$25.4M · 0.03%
Academyhealth DC$24.0M · 0.60%
Some, Inc. DC$22.4M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132535763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.