Plan Ledger DOL Form 5500 · updated monthly

Key Rehabilitation Inc401(k)

KEY REHABILITATION, INC 401(K) RETIREMENT PLAN · MURFREESBORO, TN · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Key Rehabilitation Inc reported $40,190 in plan administrative expenses for 2023: 0.55% of average plan assets, above the peer median. Employer contributions averaged $173 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 rose from 0.30% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Tennessee (916th of 1,496), and the 1,142nd of 2,534 in administrative & support services. In 2023, employees put in $8.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,992,298
Participants with balances165
Active participants312
Employer contributions$53,889
Employee contributions$434,438
Employer contribution per active participant$173
Average account balance$48,438
Benefits paid to participants$435,398
Plan auditUnmodified (clean) audit opinion
AuditorDEMPSEY VANTREASE & FOLLIS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 166 accts · $64K emplr
2023$8.0M · 165 accts · $54K emplr
2022$6.6M · 162 accts · $49K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$40,190
Total administrative$40,190
The Key Rehabilitation Inc 401(k) match · 2023
Employer contribution per active participant$173
Median for plans this size$1,308
2024$207 per active participant
2023$173 per active participant
2022$166 per active participant

Key Rehabilitation Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ACCESS RETIREMENT SERVICES, LLC · Other servicesindirect comp

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$44,718 · 0.57%
2023$40,190 · 0.55%
2022$21,458 · 0.30%
Same employer
Similar plansAdministrative & Support Services · Tennessee
Frost-Arnett Company TN$9.1M · 0.51%
Sms Holdings Corp. TN$8.6M · 1.54%
United Tn Holdings, Inc. TN$8.4M · 0.46%
Hri Holdings, Inc. TN$5.9M · 0.10%
Data Facts, Inc. TN$5.2M · 0.68%
World Travel Service, LLC TN$4.9M · 0.63%
Smc Recycling, Inc. TN$4.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621794171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.