Plan Ledger DOL Form 5500 · updated monthly

American Council for an Energy Efficient Economy403(b)

AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

American Council for an Energy Efficient Economy reported $2,805 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,597 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 1 year on file its reported administrative ratio fell from 0.018% to 0.016%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (341st of 618), and the 1,069th of 3,341 in other services. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,650,618
Participants with balances138
Active participants82
Employer contributions$458,948
Employee contributions$697,221
Employer contribution per active participant$5,597
Average account balance$142,396
Benefits paid to participants$935,578
Plan auditUnmodified (clean) audit opinion
AuditorCOUNCILOR, BUCHANAN & MITCHELL
Plan history2
Yearassets · accounts · employer contribution
2024$19.7M · 138 accts · $459K emplr
2023$16.5M · 140 accts · $427K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,805
Total administrative$2,805
Employer contributions to the American Council for an Energy Efficient Economy plan · 2024
Employer contribution per active participant$5,597
Median for plans this size$2,416
2024$5,597 per active participant
2023$5,210 per active participant

American Council for an Energy Efficient Economy's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$2,805 · 0.02%
2023$2,705 · 0.02%
Similar plansOther Services · District of Columbia
Dnc Services Corp. DC$21.1M · 0.04%
American Farmland Trust DC$20.2M · 0.72%
Emily's List DC$18.5M · 0.35%
Community Connections, Inc. DC$18.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942711707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.