Plan Ledger DOL Form 5500 · updated monthly

Wesley Woods Senior LivingDC plan

WESLEY WOODS SENIOR LIVING 403(B) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Wesley Woods Senior Living reported $20,037 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $2,113 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 fell from 0.40% to 0.32%. 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 Georgia (1,508th of 2,160), and 7,165th of 11,911 in health care & social assistance. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,379,473
Participants with balances330
Active participants181
Employer contributions$382,401
Employee contributions$453,187
Employer contribution per active participant$2,113
Average account balance$19,332
Benefits paid to participants$1,378,030
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 330 accts · $382K emplr
2023$6.2M · 343 accts · $426K emplr
2022$5.3M · 350 accts · $451K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,037
Total administrative$20,037
Employer contributions to the Wesley Woods Senior Living plan · 2024
Employer contribution per active participant$2,113
Median for plans this size$1,313
2024$2,113 per active participant
2023$2,244 per active participant
2022$2,244 per active participant

Wesley Woods Senior Living's 2024 employer contribution ran above 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.

Administrative cost history3
2024$20,037 · 0.32%
2023$20,918 · 0.36%
2022$22,087 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Gwinnett Clinic LTD. GA$6.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202157051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.