Plan Ledger DOL Form 5500 · updated monthly

The Khoury Group401(k)

THE KHOURY GROUP 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

The Khoury Group reported $29,686 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $783 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 0.56% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,437th of 5,688), and 4,209th of 5,215 in retail trade. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,500,502
Participants with balances127
Active participants385
Employer contributions$301,453
Employee contributions$504,163
Employer contribution per active participant$783
Average account balance$27,563
Benefits paid to participants$1,096,787
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 127 accts · $301K emplr
2023$3.1M · 115 accts · $278K emplr
2022$2.7M · 107 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,039
Investment management$11,647
Total administrative$29,686
The The Khoury Group 401(k) match · 2024
Employer contribution per active participant$783
Median for plans this size$1,313
2024$783 per active participant
2023$808 per active participant
2022$609 per active participant

The Khoury Group's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20242
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$18,039
FROST BANK · Investment advisory (plan)$11,647

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$29,686 · 0.90%
2023$28,879 · 0.99%
2022$16,111 · 0.56%
Same employer
Similar plansRetail Trade · Texas
Mei Group LLC TX$3.6M · 1.51%
M.A.L. Enterprises, Inc. TX$3.6M · 1.80%
Pat Lobb Toyota TX$3.4M · 0.64%
Fat Quarter Shop LLC TX$3.3M · 1.00%
Arrow Ford, Inc. TX$3.3M · 0.12%
The Allee Corporation TX$3.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461573553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.