Plan Ledger DOL Form 5500 · updated monthly

San Francisco Day School403(b)

SAN FRANCISCO DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

San Francisco Day School reported $18,141 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,908 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 0.02% to 0.05%. 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 2,354th-largest of 9,483 plans among California employers on file, and the 1,159th of 3,091 in educational services. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has shrunk from 155 to 138 since 2022.

Plan summary
Net assets, end of year$35,494,575
Participants with balances296
Active participants138
Employer contributions$677,238
Employee contributions$988,164
Employer contribution per active participant$4,908
Average account balance$119,914
Benefits paid to participants$2,039,633
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 296 accts · $677K emplr
2023$31.9M · 310 accts · $616K emplr
2022$27.1M · 299 accts · $611K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,957
Total administrative$18,141
Employer contributions to the San Francisco Day School plan · 2024
Employer contribution per active participant$4,908
Median for plans this size$2,416
2024$4,908 per active participant
2023$3,541 per active participant
2022$3,944 per active participant

San Francisco Day School'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 · 20243
TIAA$11,349
CAPFINANCIAL PARTNERS, LLC$7,942
AXA EQUITABLE LIFE INSURANCE COMPAN · Loan processing · Investment management$90

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$18,141 · 0.05%
2023$11,428 · 0.04%
2022$7,231 · 0.02%
Same employer
Similar plansEducational Services · California
The Archer School for Girls CA$37.3M · 0.21%
The Hamlin School CA$37.3M · 0.15%
Kipp Foundation CA$37.0M · 0.09%
The Webb Schools CA$36.5M · 0.11%
San Domenico School CA$34.9M · 0.30%
The Colburn School CA$34.1M · 0.03%
Palo Alto University, Inc CA$34.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942570257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.