Plan Ledger DOL Form 5500 · updated monthly

Baylor School Dc Plan403(b)

BAYLOR SCHOOL DC PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Baylor School Dc Plan reported $65,503 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $4,719 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 1 year on file its reported administrative ratio rose from 0.03% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 213th-largest of 1,496 plans among Tennessee employers on file, and the 669th of 3,091 in educational services. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$76,724,090
Participants with balances589
Active participants312
Employer contributions$1,472,387
Employee contributions$1,188,871
Employer contribution per active participant$4,719
Average account balance$130,262
Benefits paid to participants$5,008,303
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.7M · 589 accts · $1.5M emplr
2023$71.5M · 572 accts · $1.4M emplr
2022$64.3M · 550 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,075
Investment management$3,428
Total administrative$65,503
Employer contributions to the Baylor School Dc Plan plan · 2024
Employer contribution per active participant$4,719
Median for plans this size$3,635
2024$4,719 per active participant
2023$4,632 per active participant
2022$4,302 per active participant

Baylor School Dc Plan's 2024 employer contribution ran above the $3,635 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
LCG ASSOCIATES · Consulting$40,000
TIAA$25,503

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$65,503 · 0.09%
2023$18,605 · 0.03%
2022Not separately reported
Similar plansEducational Services · Tennessee
Meharry Medical College TN$136.1M · 0.18%
Lincoln Memorial University TN$73.2M · 0.30%
Lee University TN$66.5M · 0.04%
The McCallie School TN$64.7M · 0.04%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 620126365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.