Plan Ledger DOL Form 5500 · updated monthly

The High Desert Museum403(b)

THE HIGH DESERT MUSEUM 403(B) PLAN · BEND, OR · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

The High Desert Museum reported $780 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $969 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (895th of 1,021), and 2,838th of 3,341 in other services. In 2022, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,135,205
Participants with balances91
Active participants61
Employer contributions$59,085
Employee contributions$163,909
Employer contribution per active participant$969
Average account balance$23,464
Benefits paid to participants$59,700
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH CPAS
Administrative expenses, itemized · 2022
Investment management$780
Total administrative$780
The The High Desert Museum 401(k) match · 2022
Employer contribution per active participant$969
Median for plans this size$1,114

The High Desert Museum's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$780 · 0.03%
Similar plansOther Services · Oregon
L&F Enterprises OR$1.9M · 0.06%
Washman LLC OR$1.7M · 1.00%
On Track, Inc OR$1.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510179336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.