Plan Ledger DOL Form 5500 · updated monthly

Duncan Regional Hospital, Inc.403(b)

DUNCAN REGIONAL HOSPITAL 403(B) PLAN · DUNCAN, OK · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Duncan Regional Hospital, Inc. reported $221,768 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,384 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 0.50% to 0.39%. 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 95th-largest of 724 plans among Oklahoma employers on file, and the 1,599th of 11,911 in health care & social assistance. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 539 to 611 since 2022.

Plan summary
Net assets, end of year$60,583,349
Participants with balances784
Active participants611
Employer contributions$2,067,469
Employee contributions$3,275,101
Employer contribution per active participant$3,384
Average account balance$77,275
Benefits paid to participants$5,383,595
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.6M · 784 accts · $2.1M emplr
2023$53.4M · 710 accts · $1.9M emplr
2022$46.3M · 692 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$213,305
Audit (IQPA)$8,463
Total administrative$221,768
Employer contributions to the Duncan Regional Hospital, Inc. plan · 2024
Employer contribution per active participant$3,384
Median for plans this size$3,635
2024$3,384 per active participant
2023$3,454 per active participant
2022$3,408 per active participant

Duncan Regional Hospital, Inc.'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 · 20245
BANCFIRST TRUST · Investment advisory (plan)$84,194
EMPLOYEE BENEFITS GROUP, LLC · Contract administrator$16,837
FORVIS MAZARS, LLP · Accounting / audit$8,423
EMPOWER ADVISORY GROUP, LLC · Investment management$5,286

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$221,768 · 0.39%
2023$189,528 · 0.38%
2022$248,552 · 0.50%
All plans at this employer2
DUNCAN REGIONAL HOSPITAL RETIREMENT PLANMoney purchase plan
DUNCAN REGIONAL HOSPITAL 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Communitycare, HMO, Inc. OK$61.4M · 0.20%
Dean McGee Eye Institute OK$56.4M · 0.17%
Oklahoma Blood Institute OK$51.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731008550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.