Plan Ledger DOL Form 5500 · updated monthly

Klamath Family Head Start403(b)

KLAMATH FAMILY HEAD START 403(B) PLAN · KLAMATH FALLS, OR · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Klamath Family Head Start reported $1,766 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $825 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 0.03% to 0.05%. 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 (823rd of 1,021), and 2,655th of 3,091 in educational services. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 130 to 156 since 2022.

Plan summary
Net assets, end of year$3,603,331
Participants with balances156
Active participants156
Employer contributions$128,656
Employee contributions$200,644
Employer contribution per active participant$825
Average account balance$23,098
Benefits paid to participants$282,504
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 156 accts · $129K emplr
2023$3.2M · 149 accts · $384K emplr
2022$2.7M · 130 accts · $293K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,766
Total administrative$1,766
Employer contributions to the Klamath Family Head Start plan · 2024
Employer contribution per active participant$825
Median for plans this size$1,313
2024$825 per active participant
2023$2,576 per active participant
2022$2,251 per active participant

Klamath Family Head Start's 2024 employer contribution ran below 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$1,766 · 0.05%
2023$1,355 · 0.05%
2022$711 · 0.03%
Similar plansEducational Services · Oregon
Portland Jewish Academy OR$4.8M · 0.90%
Delphi Schools, Inc. OR$3.7M · 0.57%
Kids Unlimited of Oregon OR$2.8M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930768142 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.