Plan Ledger DOL Form 5500 · updated monthly

The Exploratorium403(b)

THE EXPLORATORIUM RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

The Exploratorium reported $164,761 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,902 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 0.39% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,805th-largest of 9,483 plans among California employers on file, and the 213th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,641,833
Participants with balances514
Active participants436
Employer contributions$1,265,190
Employee contributions$2,491,130
Employer contribution per active participant$2,902
Average account balance$94,634
Benefits paid to participants$3,753,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.6M · 514 accts · $1.3M emplr
2023$42.8M · 533 accts · $1.1M emplr
2022$34.1M · 411 accts · $560K emplr
Administrative expenses, itemized · 2024
Investment management$164,761
Total administrative$164,761
Employer contributions to the The Exploratorium plan · 2024
Employer contribution per active participant$2,902
Median for plans this size$2,416
2024$2,902 per active participant
2023$2,836 per active participant
2022$1,161 per active participant

The Exploratorium'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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$83,607
PEERY & ASSOCIATES, INC · Contract administrator$14,841

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$164,761 · 0.36%
2023$136,545 · 0.36%
2022$149,751 · 0.39%
All plans at this employer2
THE EXPLORATORIUM DEFINED CONTRIBUTION RETIREMENTMoney purchase plan
THE EXPLORATORIUM RETIREMENT PLAN403(b)
Same employer
Similar plansArts, Entertainment & Recreation · California
Gsw Sports LLC CA$51.7M · 0.41%
Los Angeles Dodgers LLC CA$51.2M · 0.32%
Syufy Enterprises, L.P. CA$50.9M · 0.20%
Fortiss, LLC CA$48.5M · 0.41%
The Bay Club Company CA$47.7M · 0.40%
Patreon, Inc CA$45.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941696494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.