Plan Ledger DOL Form 5500 · updated monthly

Davis Health System, Inc.403(b)

DAVIS HEALTH SYSTEM 403(B) RETIREMENT PLAN · ELKINS, WV · plan year 2024

Reported admin expense ratio · 2024
0.14%

Davis Health System, Inc. reported $5,669 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. 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 0.18% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in West Virginia (205th of 265), and 8,468th of 11,911 in health care & social assistance. active participation has shrunk from 956 to 810 since 2022.

Plan summary
Net assets, end of year$4,120,610
Participants with balances44
Active participants810
Employer contributions—
Employee contributions$450,422
Employer contribution per active participant—
Average account balance$93,650
Benefits paid to participants$627,962
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 44 accts
2023$3.8M · 46 accts
2022$3.3M · 38 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,669
Total administrative$5,669
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 history3
2024$5,669 · 0.14%
2023$6,685 · 0.19%
2022$5,970 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · West Virginia
Webster Memorial Hospital WV$4.5M · 0.12%
Wvu Dental Corporation WV$4.4M · 0.14%
Psi-Med, Inc. WV$4.4M · 0.71%
Hospice Care Corporation WV$3.8M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550737655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.