Plan Ledger DOL Form 5500 · updated monthly

Washington Episcopal School403(b)

WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN · BETHESDA, MD · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Washington Episcopal School reported $21,925 in plan administrative expenses for 2022: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,113 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 593rd-largest of 1,671 plans among Maryland employers on file, and the 1,501st of 3,091 in educational services. In 2022, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,735,338
Participants with balances208
Active participants93
Employer contributions$382,539
Employee contributions$585,892
Employer contribution per active participant$4,113
Average account balance$109,305
Benefits paid to participants$904,787
Plan auditUnmodified (clean) audit opinion
AuditorHOZIK & COMPANY, P.L.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,925
Total administrative$21,925
Employer contributions to the Washington Episcopal School plan · 2022
Employer contribution per active participant$4,113
Median for plans this size$2,266

Washington Episcopal School's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,925 · 0.10%
Similar plansEducational Services · Maryland
The Jemicy School MD$25.7M · 0.23%
The Ivymount School, Inc. MD$24.8M · 0.33%
No Tears Learning, Inc. MD$24.3M · 0.34%
Innovative Learning, Inc. MD$21.9M · 0.09%
Calvert School MD$21.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521453297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.