Plan Ledger DOL Form 5500 · updated monthly

The Kenney403(b)

THE KENNEY 403(B) PLAN · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

The Kenney reported $2,498 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $350 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,595th of 1,714), and 10,305th of 11,911 in health care & social assistance. In 2022, employees put in $3.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,698,095
Participants with balances96
Active participants61
Employer contributions$21,353
Employee contributions$71,993
Employer contribution per active participant$350
Average account balance$17,688
Benefits paid to participants$317,090
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,498
Total administrative$2,498
The The Kenney 401(k) match · 2022
Employer contribution per active participant$350
Median for plans this size$1,114

The Kenney's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,498 · 0.13%
Similar plansHealth Care & Social Assistance · Washington
Compass Housing Alliance WA$1.8M · 0.08%
The Arc of King County WA$1.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910280360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.