Plan Ledger DOL Form 5500 · updated monthly

San Mateo County Expo and Fair Association403(b)

SAN MATEO COUNTY EVENT CENTER 403B PLAN · SAN MATEO, CA · plan year 2022

Reported admin expense ratio · 2022
0.16%

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

San Mateo County Expo and Fair Association reported $965 in plan administrative expenses for 2022: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (9,034th of 9,483), and 1,262nd of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$583,176
Participants with balances27
Active participants78
Employer contributions$0
Employee contributions$96,971
Employer contribution per active participant$0
Average account balance$21,599
Benefits paid to participants$74,812
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$965
Total administrative$965
Employer contributions to the San Mateo County Expo and Fair Association plan · 2022
Employer contribution per active participant$0
Median for plans this size$331

San Mateo County Expo and Fair Association's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$965 · 0.16%
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Source: U.S. Department of Labor, Form 5500 series, EIN 941253708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.