Plan Ledger DOL Form 5500 · updated monthly

French International School of Oregon403(b)

FRENCH INTERNATIONAL SCHOOL OF OREGON 403(B) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

French International School of Oregon reported $45,382 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,869 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 0.45% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Oregon (566th of 1,021), and 2,134th of 3,091 in educational services. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 135 to 173 since 2022.

Plan summary
Net assets, end of year$9,760,075
Participants with balances128
Active participants173
Employer contributions$323,392
Employee contributions$566,879
Employer contribution per active participant$1,869
Average account balance$76,251
Benefits paid to participants$854,862
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 128 accts · $323K emplr
2023$8.6M · 122 accts · $280K emplr
2022$7.7M · 115 accts · $221K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,455
Investment management$20,769
Trustee / custodial$5,158
Total administrative$45,382
Employer contributions to the French International School of Oregon plan · 2024
Employer contribution per active participant$1,869
Median for plans this size$1,313
2024$1,869 per active participant
2023$1,593 per active participant
2022$1,639 per active participant

French International School of Oregon'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.

Service providers · 20243
HUMAN INVESTING · Investment advisory (participants) · Investment advisory (plan)$20,769
THE RETIREMENT PLAN COMPANY, LLC$19,455
CHARLES SCHWAB BANK · Custodial (securities)$5,158

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$45,382 · 0.49%
2023$42,607 · 0.52%
2022$36,396 · 0.45%
Same employer
Similar plansEducational Services · Oregon
Corban University OR$15.1M · 0.46%
Head Start of Lane County OR$12.9M · 0.30%
Foodcorps, Inc. OR$8.8M · 0.71%
Multnomah University OR$8.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930738797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.