Plan Ledger DOL Form 5500 · updated monthly

Audubon Nature Institute, Inc.403(b)

SECTION 403(B) RETIREMENT PLAN FOR AUDUBON NATURE INSTITUTE, INC. · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Audubon Nature Institute, Inc. reported $37,829 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $603 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 2 years on file its reported administrative ratio fell from 0.37% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 230th-largest of 884 plans among Louisiana employers on file, and the 390th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.31 for every $1.00 the employer contributed; active participation has shrunk from 540 to 484 since 2022.

Plan summary
Net assets, end of year$22,683,436
Participants with balances429
Active participants484
Employer contributions$291,743
Employee contributions$964,937
Employer contribution per active participant$603
Average account balance$52,875
Benefits paid to participants$1,533,927
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 429 accts · $292K emplr
2023$20.1M · 489 accts · $279K emplr
2022$18.2M · 442 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,829
Total administrative$37,829
Employer contributions to the Audubon Nature Institute, Inc. plan · 2024
Employer contribution per active participant$603
Median for plans this size$2,416
2024$603 per active participant
2023$530 per active participant
2022$450 per active participant

Audubon Nature Institute, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Service providers · 20241
METLIFE LIFE INSURANCE COMPANY$37,829

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

Administrative cost history3
2024$37,829 · 0.18%
2023$39,779 · 0.21%
2022$73,020 · 0.37%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 510157624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.