Plan Ledger DOL Form 5500 · updated monthly

Depauw University403(b)

DEPAUW UNIVERSITY RETIREMENT PLAN · GREENCASTLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Depauw University reported $193,477 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $4,570 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 0.07% to 0.08%. 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 65th-largest of 1,562 plans among Indiana employers on file, and the 230th of 3,091 in educational services. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$251,572,128
Participants with balances1,519
Active participants649
Employer contributions$2,966,095
Employee contributions$3,432,273
Employer contribution per active participant$4,570
Average account balance$165,617
Benefits paid to participants$15,812,858
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$251.6M · 1,519 accts · $3.0M emplr
2023$234.2M · 1,578 accts · $2.9M emplr
2022$214.4M · 1,588 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,790
Investment management$71,687
Total administrative$193,477
Employer contributions to the Depauw University plan · 2024
Employer contribution per active participant$4,570
Median for plans this size$3,635
2024$4,570 per active participant
2023$4,127 per active participant
2022$4,236 per active participant

Depauw University's 2024 employer contribution ran above 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 · 20243
TIAA$110,193
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$71,687
VARIABLE ANNUITY LIFE INS CO · Custodial (securities) · Loan processing$11,597

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

Administrative cost history3
2024$193,477 · 0.08%
2023$161,304 · 0.07%
2022$153,573 · 0.07%
Same employer
Similar plansEducational Services · Indiana
Butler University IN$373.4M · 0.08%
University of Evansville IN$193.2M · 0.05%
University of Indianapolis IN$172.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350869045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.