Plan Ledger DOL Form 5500 · updated monthly

Youth Development Institute403(b)

YOUTH DEVELOPMENT INSTITUTE 403(B) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.51%

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

Youth Development Institute reported $20,417 in plan administrative expenses for 2022: 0.51% of average plan assets, above the peer median. Employer contributions averaged $378 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 3 years on file its reported administrative ratio has held roughly steady near 0.53%. 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 Arizona (918th of 1,285), and 8,708th of 11,911 in health care & social assistance. In 2022, employees put in $5.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,773,996
Participants with balances199
Active participants132
Employer contributions$49,859
Employee contributions$271,653
Employer contribution per active participant$378
Average account balance$18,965
Benefits paid to participants$346,079
Plan auditDisclaimer of opinion
AuditorMANSPERGER PATTERSON & MCMULLIN PL
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 227 accts · $38K emplr
2023$3.5M · 189 accts · $37K emplr
2022$3.8M · 199 accts · $50K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,532
Investment management$1,885
Total administrative$20,417
Employer contributions to the Youth Development Institute plan · 2022
Employer contribution per active participant$378
Median for plans this size$1,114
2024$167 per active participant
2023$244 per active participant
2022$378 per active participant

Youth Development Institute'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 history3
2024$18,826 · 0.53%
2023$20,611 · 0.56%
2022$20,417 · 0.51%
Similar plansHealth Care & Social Assistance · Arizona
Hospice of Havasu AZ$3.9M · 0.01%
Mind 24-7, LLC AZ$3.9M · 1.82%
Childhelp, Inc. AZ$3.7M · 0.01%
Aires, LLC AZ$3.6M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860841341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.