Southwest Florida Retirement Center Inc dba Village on the Isle403(b)

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

Southwest Florida Retirement Center Inc dba Village on the Isle reported $38,154 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $411 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 0.74% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,601st of 3,644), and 8,255th of 11,911 in health care & social assistance. In 2024, employees put in $4.52 for every $1.00 the employer contributed; active participation has grown from 240 to 269 since 2022.