Plan Ledger DOL Form 5500 · updated monthly

Lycee Francais de San Francisco403(b)

LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Lycee Francais de San Francisco reported $50,741 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,437 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 0.04% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 2,541st-largest of 9,483 plans among California employers on file, and the 1,237th of 3,091 in educational services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,238,682
Participants with balances204
Active participants136
Employer contributions$739,424
Employee contributions$1,158,314
Employer contribution per active participant$5,437
Average account balance$158,033
Benefits paid to participants$2,919,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.2M · 204 accts · $739K emplr
2023$29.8M · 215 accts · $657K emplr
2022$24.8M · 210 accts · $597K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,741
Total administrative$50,741
Employer contributions to the Lycee Francais de San Francisco plan · 2024
Employer contribution per active participant$5,437
Median for plans this size$2,416
2024$5,437 per active participant
2023$4,937 per active participant
2022$4,627 per active participant

Lycee Francais de San Francisco's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NFP RETIREMENT INC. · Investment advisory (plan)$42,481

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$50,741 · 0.16%
2023$55,150 · 0.20%
2022$11,881 · 0.04%
Same employer
Similar plansEducational Services · California
Menlo College CA$33.3M · 0.09%
Rocketship Education CA$32.6M · 0.18%
Fairmont Schools, Inc. CA$32.5M · 0.34%
Mayfield Junior School CA$32.4M · 0.15%
Etr Associates, Inc. CA$31.8M · 0.17%
Landmark Worldwide CA$31.5M · 0.02%
Thomas Aquinas College CA$31.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941660059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.