Plan Ledger DOL Form 5500 · updated monthly

Claremont Graduate University403(b)

CLAREMONT GRADUATE UNIVERSITY ACADEMIC RETIREMENT PLAN · CLAREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Claremont Graduate University reported $39,299 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,838 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 fell from 0.04% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 612th-largest of 9,483 plans among California employers on file, and the 312th of 3,091 in educational services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$179,199,339
Participants with balances994
Active participants511
Employer contributions$1,450,387
Employee contributions$1,660,807
Employer contribution per active participant$2,838
Average account balance$180,281
Benefits paid to participants$13,828,289
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$179.2M · 994 accts · $1.5M emplr
2023$170.6M · 995 accts · $1.5M emplr
2022$156.2M · 1,008 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,299
Total administrative$39,299
Employer contributions to the Claremont Graduate University plan · 2024
Employer contribution per active participant$2,838
Median for plans this size$3,635
2024$2,838 per active participant
2023$2,867 per active participant
2022$3,197 per active participant

Claremont Graduate University's 2024 employer contribution ran below the $3,635 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 · 20241
TIAA · Recordkeeping · Pension consulting$39,299

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$39,299 · 0.02%
2023$34,730 · 0.02%
2022$75,338 · 0.04%
Similar plansEducational Services · California
Harvey Mudd College CA$204.7M · 0.03%
Biola University, Inc. CA$197.6M · 0.07%
Cornerstone Ondemand, Inc. CA$195.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951664100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.