Plan Ledger DOL Form 5500 · updated monthly

Bucknell University403(b)

BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN · LEWISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Bucknell University reported $388,925 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $6,694 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 rose from 0.04% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 119th-largest of 3,651 plans among Pennsylvania employers on file, and the 74th 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$672,861,331
Participants with balances3,640
Active participants1,611
Employer contributions$10,783,701
Employee contributions$8,916,409
Employer contribution per active participant$6,694
Average account balance$184,852
Benefits paid to participants$50,818,960
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$672.9M · 3,640 accts · $10.8M emplr
2023$632.1M · 3,599 accts · $9.9M emplr
2022$554.3M · 3,495 accts · $9.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$287,551
Investment management$101,374
Total administrative$388,925
Employer contributions to the Bucknell University plan · 2024
Employer contribution per active participant$6,694
Median for plans this size$4,294
2024$6,694 per active participant
2023$6,441 per active participant
2022$6,257 per active participant

Bucknell University's 2024 employer contribution ran above the $4,294 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
TIAA · Contract administrator · Recordkeeping$289,431
FIDUCIENT ADVISORS, LLC · Investment advisory (plan)$101,374

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$388,925 · 0.06%
2023$318,706 · 0.05%
2022$264,942 · 0.04%
Same employer
Similar plansEducational Services · Pennsylvania
Drexel University PA$1.8B · 0.08%
Villanova University PA$1.2B · 0.03%
Lehigh University PA$1.0B · 0.12%
Saint Joseph's University PA$553.5M · 0.06%
Lafayette College PA$479.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240772407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.