Plan Ledger DOL Form 5500 · updated monthly

Dean McGee Eye Institute401(k)

DEAN MCGEE EYE INSTITUTE 401(K) RETIREMENT PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Dean McGee Eye Institute reported $89,536 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $2,256 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 0.22% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 103rd-largest of 724 plans among Oklahoma employers on file, and the 1,698th of 11,911 in health care & social assistance. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,367,474
Participants with balances475
Active participants329
Employer contributions$742,359
Employee contributions$1,821,790
Employer contribution per active participant$2,256
Average account balance$118,668
Benefits paid to participants$5,964,491
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$56.4M · 475 accts · $742K emplr
2023$52.0M · 486 accts · $739K emplr
2022$43.7M · 493 accts · $706K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,588
Investment management$51,948
Total administrative$89,536
The Dean McGee Eye Institute 401(k) match · 2024
Employer contribution per active participant$2,256
Median for plans this size$3,635
2024$2,256 per active participant
2023$2,093 per active participant
2022$2,006 per active participant

Dean McGee Eye Institute's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$40,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,588
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,948

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$89,536 · 0.17%
2023$91,075 · 0.19%
2022$107,654 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Communitycare, HMO, Inc. OK$61.4M · 0.20%
Oklahoma Blood Institute OK$51.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 736109395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.