Plan Ledger DOL Form 5500 · updated monthly

Capitol Hill Day School403(b)

CAPITOL HILL DAY SCHOOL RETIREMENT PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Capitol Hill Day School reported $13,338 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,562 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 0.06% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (357th of 618), and 1,673rd of 3,091 in educational services. In 2023, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has grown from 63 to 71 since 2022.

Plan summary
Net assets, end of year$17,915,018
Participants with balances181
Active participants71
Employer contributions$323,898
Employee contributions$283,249
Employer contribution per active participant$4,562
Average account balance$98,978
Benefits paid to participants$580,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $266K emplr
2023$17.9M · 181 accts · $324K emplr
2022$15.5M · 179 accts · $290K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,338
Total administrative$13,338
Employer contributions to the Capitol Hill Day School plan · 2023
Employer contribution per active participant$4,562
Median for plans this size$2,440
2024$3,590 per active participant
2023$4,562 per active participant
2022$4,606 per active participant

Capitol Hill Day School's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$13,338 · 0.08%
2022$10,755 · 0.06%
Similar plansEducational Services · District of Columbia
Sheridan School, Inc. DC$19.5M · 0.00%
Lowell School, Inc. DC$18.7M · 0.25%
Population Reference Bureau DC$18.6M · 0.01%
The Field School, Inc. DC$18.6M · 0.24%
Digital Promise DC$15.3M · 0.20%
The River School DC$14.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520894477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.