Plan Ledger DOL Form 5500 · updated monthly

Habitat for Humanity Portland Metro East403(b)

HABITAT FOR HUMANITY PORTLAND METRO EAST 403(B) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Habitat for Humanity Portland Metro East reported $29,340 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $1,390 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 rose from 0.61% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Oregon (787th of 1,021), and 4,150th of 5,337 in construction. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,299,915
Participants with balances170
Active participants118
Employer contributions$164,013
Employee contributions$369,599
Employer contribution per active participant$1,390
Average account balance$25,294
Benefits paid to participants$268,598
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 170 accts · $164K emplr
2023$3.5M · 162 accts · $150K emplr
2022$2.7M · 139 accts · $103K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,340
Total administrative$29,340
The Habitat for Humanity Portland Metro East 401(k) match · 2024
Employer contribution per active participant$1,390
Median for plans this size$1,313
2024$1,390 per active participant
2023$1,226 per active participant
2022$933 per active participant

Habitat for Humanity Portland Metro East's 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$29,340 · 0.75%
2023$18,888 · 0.61%
2022Not separately reported
Same employer
Similar plansConstruction · Oregon
Neil Kelly Company, Inc. OR$6.0M · 0.91%
Sound Security, Inc. OR$5.8M · 0.68%
D & H Flagging, Inc. OR$4.1M · 0.14%
Gelco Construction Co. OR$3.4M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930801200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.