Plan Ledger DOL Form 5500 · updated monthly

Denison University403(b)

DENISON UNIVERSITY RETIREMENT PLAN · GRANVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Denison University reported $291,055 in plan administrative expenses for 2024: 0.10% of average plan assets, above the peer median. Employer contributions averaged $6,223 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 0.08% to 0.10%. 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 151st-largest of 3,295 plans among Ohio employers on file, and the 187th of 3,091 in educational services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves; active participation has grown from 1,023 to 1,162 since 2022.

Plan summary
Net assets, end of year$310,366,674
Participants with balances2,143
Active participants1,162
Employer contributions$7,231,622
Employee contributions$6,126,569
Employer contribution per active participant$6,223
Average account balance$144,828
Benefits paid to participants$23,892,184
Plan auditDisclaimer of opinion
AuditorBARNES WENDLING CPAS INC
Plan history3
Yearassets · accounts · employer contribution
2024$310.4M · 2,143 accts · $7.2M emplr
2023$286.5M · 2,114 accts · $6.7M emplr
2022$252.4M · 2,100 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$185,994
Investment management$75,061
Audit (IQPA)$30,000
Total administrative$291,055
Employer contributions to the Denison University plan · 2024
Employer contribution per active participant$6,223
Median for plans this size$4,294
2024$6,223 per active participant
2023$5,972 per active participant
2022$5,807 per active participant

Denison 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 · Recordkeeping · Pension consulting$195,125
CBIZ INVESTMENT ADVISORY SERVICES · Investment management$65,929
BARNES WENDLING CPAS INC · Accounting / audit$30,000

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$291,055 · 0.10%
2023$215,260 · 0.08%
2022$210,049 · 0.08%
Same employer
Similar plansEducational Services · Ohio
Oberlin College OH$528.5M · 0.04%
Xavier University OH$410.6M · 0.07%
Kenyon College OH$323.0M · 0.05%
Ohio Northern University OH$252.8M · 0.10%
The College of Wooster OH$242.3M · 0.03%
Baldwin Wallace University OH$229.5M · 0.07%
John Carroll University OH$206.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314379459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.