Plan Ledger DOL Form 5500 · updated monthly

National Endowment for Democracy403(b)

NATIONAL ENDOWMENT FOR DEMOCRACY 403(B) RETIREMENT PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

National Endowment for Democracy reported $70,829 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $9,271 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 3 years on file its reported administrative ratio has held roughly steady near 0.114%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other other services employers. By assets it is the 117th-largest of 618 plans among District of Columbia employers on file, and the 288th of 3,341 in other services. In 2023, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$71,499,721
Participants with balances514
Active participants288
Employer contributions$2,670,190
Employee contributions$2,620,531
Employer contribution per active participant$9,271
Average account balance$139,105
Benefits paid to participants$5,075,451
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.2M · 463 accts · $2.5M emplr
2023$71.5M · 514 accts · $2.7M emplr
2022$55.8M · 541 accts · $2.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$70,829
Total administrative$70,829
Employer contributions to the National Endowment for Democracy plan · 2023
Employer contribution per active participant$9,271
Median for plans this size$3,659
2024$12,810 per active participant
2023$9,271 per active participant
2022$8,211 per active participant

National Endowment for Democracy's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top 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 · 20233
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$545
FIDELITY INSTL OPRTNS CO., INC. · Loan processing$70,284
CHARLES SCHWAB & CO., INC. · Securities brokerage$150

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$81,154 · 0.11%
2023$70,829 · 0.11%
2022$58,577 · 0.11%
Same employer
Similar plansOther Services · District of Columbia
Optical Society of America DC$67.4M · 0.15%
Ufcw International Union DC$67.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521344831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.