Plan Ledger DOL Form 5500 · updated monthly

The White Mountain School403(b)

WHITE MOUNTAIN SCHOOL DC PLAN · BETHLEHEM, NH · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

The White Mountain School reported $14,215 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $867 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 0.22% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New Hampshire (309th of 411), and 2,380th of 3,091 in educational services. In 2023, employees put in $5.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,468,739
Participants with balances150
Active participants50
Employer contributions$43,350
Employee contributions$226,631
Employer contribution per active participant$867
Average account balance$43,125
Benefits paid to participants$317,880
Plan auditDisclaimer of opinion
AuditorNATHAN WECHSLER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $60K emplr
2023$6.5M · 150 accts · $43K emplr
2022$5.7M · 129 accts · $111K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,215
Total administrative$14,215
Employer contributions to the The White Mountain School plan · 2023
Employer contribution per active participant$867
Median for plans this size$1,308
2023$867 per active participant
2022$2,270 per active participant

The White Mountain School's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRG INVESTMENT ADVISORS LLC$7,823
TIAA$7,237

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

Administrative cost history3
2024Not separately reported
2023$14,215 · 0.23%
2022$13,634 · 0.22%
Similar plansEducational Services · New Hampshire
Dublin School NH$11.1M · 0.37%
Becket Academy NH$9.8M · 0.07%
Mount Prospect Academy NH$9.5M · 0.05%
High Mowing School NH$4.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020222221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.