Plan Ledger DOL Form 5500 · updated monthly

Oxbridge Academy Foundation, Inc., dba Oxbridge Academy403(b)

THE OXBRIDGE ACADEMY 403(B) PLAN · WEST PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Oxbridge Academy Foundation, Inc., dba Oxbridge Academy reported $58,330 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,932 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 3 years on file its reported administrative ratio has held roughly steady near 0.47%. 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 1,474th-largest of 3,644 plans among Florida employers on file, and 1,896th of 3,091 in educational services. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 128 to 141 since 2022.

Plan summary
Net assets, end of year$13,399,156
Participants with balances181
Active participants141
Employer contributions$413,448
Employee contributions$879,099
Employer contribution per active participant$2,932
Average account balance$74,028
Benefits paid to participants$535,958
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 181 accts · $413K emplr
2023$11.3M · 176 accts · $365K emplr
2022$9.3M · 167 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,330
Total administrative$58,330
Employer contributions to the Oxbridge Academy Foundation, Inc., dba Oxbridge Academy plan · 2024
Employer contribution per active participant$2,932
Median for plans this size$2,416
2024$2,932 per active participant
2023$2,623 per active participant
2022$2,722 per active participant

Oxbridge Academy Foundation, Inc., dba Oxbridge Academy's 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$58,329
SAGEVIEW ADVISORY CONSULTING GROUP · Investment advisory (plan)indirect comp

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$58,330 · 0.47%
2023$48,647 · 0.47%
2022$41,034 · 0.48%
Same employer
Similar plansEducational Services · Florida
Infilaw Corporation FL$13.9M · 0.04%
Ave Maria School of Law FL$12.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943435402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.