Plan Ledger DOL Form 5500 · updated monthly

The Roxbury Latin School403(b)

THE ROXBURY LATIN SCHOOL 403(B) RETIREMENT PLAN · WEST ROXBURY, MA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

The Roxbury Latin School reported $21,775 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,659 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 1 year 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 765th-largest of 2,726 plans among Massachusetts employers on file, and the 1,012th of 3,091 in educational services. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,035,634
Participants with balances121
Active participants69
Employer contributions$873,501
Employee contributions$721,387
Employer contribution per active participant$12,659
Average account balance$363,931
Benefits paid to participants$854,357
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$44.0M · 121 accts · $874K emplr
2023$37.4M · 125 accts · $857K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,775
Total administrative$21,775
Employer contributions to the The Roxbury Latin School plan · 2024
Employer contribution per active participant$12,659
Median for plans this size$2,416
2024$12,659 per active participant
2023$12,786 per active participant

The Roxbury Latin 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 · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$21,775 · 0.05%
2023$6,533 · 0.02%
Similar plansEducational Services · Massachusetts
Worcester Academy MA$49.7M · 0.05%
Cambridge College MA$47.0M · 0.09%
The Fenn School Inc. MA$42.0M · 0.15%
The Fay School MA$40.2M · 0.04%
Nichols College MA$40.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104857 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.