Plan Ledger DOL Form 5500 · updated monthly

Chapel Hill - Chauncy Hall School403(b)

CHAPEL HILL - CHAUNCY HALL SCHOOL 403(B) PLAN · WALTHAM, MA · plan year 2025

Reported admin expense ratio · 2025
0.15%

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

Chapel Hill - Chauncy Hall School reported $23,770 in plan administrative expenses for 2025: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,924 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 3 years on file its reported administrative ratio rose from 0.13% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Massachusetts (1,488th of 2,726), and 1,750th of 3,091 in educational services. In 2025, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,289,820
Participants with balances200
Active participants76
Employer contributions$222,233
Employee contributions$507,151
Employer contribution per active participant$2,924
Average account balance$81,449
Benefits paid to participants$2,179,744
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$16.3M · 200 accts · $222K emplr
2024$15.5M · 201 accts · $330K emplr
2023$15.3M · 211 accts · $310K emplr
2022$12.8M · 205 accts · $286K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$23,770
Total administrative$23,770
Employer contributions to the Chapel Hill - Chauncy Hall School plan · 2025
Employer contribution per active participant$2,924
Median for plans this size$2,666
2025$2,924 per active participant
2024$4,020 per active participant
2023$3,879 per active participant
2022$3,665 per active participant

Chapel Hill - Chauncy Hall School's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TIAA$16,393
ROCKLAND TRUST CO · Consulting$7,527

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

Administrative cost history4
2025$23,770 · 0.15%
2024$21,197 · 0.14%
2023$18,418 · 0.13%
2022$18,367 · 0.13%
Similar plansEducational Services · Massachusetts
Bynder, LLC MA$18.0M · 0.34%
Amego, Inc. MA$17.5M · 0.92%
Winchendon School MA$15.7M · 0.08%
Cape Cod Academy MA$13.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042534161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.