Plan Ledger DOL Form 5500 · updated monthly

The Brookings Institution403(b)

BROOKINGS SAVINGS AND RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Brookings Institution reported $48,050 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,628 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 0.00% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 46th-largest of 618 plans among District of Columbia employers on file, and the 642nd of 11,654 in professional & technical services. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$260,172,609
Participants with balances1,353
Active participants495
Employer contributions$5,261,070
Employee contributions$3,835,986
Employer contribution per active participant$10,628
Average account balance$192,293
Benefits paid to participants$20,053,236
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$260.2M · 1,353 accts · $5.3M emplr
2023$237.5M · 1,364 accts · $4.8M emplr
2022$203.4M · 1,365 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,050
Total administrative$48,050
Employer contributions to the The Brookings Institution plan · 2024
Employer contribution per active participant$10,628
Median for plans this size$3,635
2024$10,628 per active participant
2023$9,452 per active participant
2022$10,116 per active participant

The Brookings Institution's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TEACHERS INS AND ANNUITY ASSOC. · Custodial (securities)$47,049

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$48,050 · 0.02%
2023$9,379 · 0.00%
2022$3,111 · 0.00%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Berkeley Research Group, LLC DC$303.3M · 0.08%
Arentfox Schiff LLP DC$296.9M · 0.00%
Williams & Connolly LLP DC$282.7M · 0.00%
Govcio LLC DC$282.0M · 0.11%
Ankura Consulting Group, LLC DC$230.5M · 0.02%
Eab Global, Inc. DC$204.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530196577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.