Plan Ledger DOL Form 5500 · updated monthly

Outside In403(b)

OUTSIDE IN 403(B) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Outside In reported $5,720 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,154 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 fell from 0.105% to 0.095%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (673rd of 1,021), and 6,996th of 11,911 in health care & social assistance. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,736,380
Participants with balances299
Active participants180
Employer contributions$567,717
Employee contributions$531,373
Employer contribution per active participant$3,154
Average account balance$22,530
Benefits paid to participants$316,737
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 299 accts · $568K emplr
2023$5.3M · 273 accts · $483K emplr
2022$4.0M · 227 accts · $364K emplr
Administrative expenses, itemized · 2024
Investment management$5,720
Total administrative$5,720
The Outside In 401(k) match · 2024
Employer contribution per active participant$3,154
Median for plans this size$1,313
2024$3,154 per active participant
2023$2,258 per active participant
2022$1,858 per active participant

Outside In's 2024 employer contribution ran above the $1,313 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
LAURA M GORTON · Insurance broker · Insurance services$15,170

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$5,720 · 0.10%
2023$5,198 · 0.11%
2022$3,574 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Ride Connection, Inc. OR$7.3M · 0.50%
Neighborimpact OR$7.2M · 0.40%
Viridian Management Inc OR$6.6M · 0.48%
Viridian Management Inc OR$6.6M · 0.43%
Rose Villa Inc OR$6.5M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930567549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.