Plan Ledger DOL Form 5500 · updated monthly

Georgetown University403(b)

GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Georgetown University reported $167,639 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,786 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 0.006% to 0.007%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 5th-largest of 618 plans among District of Columbia employers on file, and the 26th of 3,091 in educational services. In 2024, the employer put in $3.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,450,067,715
Participants with balances13,202
Active participants5,073
Employer contributions$54,718,534
Employee contributions$16,779,159
Employer contribution per active participant$10,786
Average account balance$185,583
Benefits paid to participants$152,566,236
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5B · 13,202 accts · $54.7M emplr
2023$2.2B · 13,009 accts · $49.0M emplr
2022$2.0B · 13,136 accts · $45.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,738
Investment management$94,171
Audit (IQPA)$32,210
Total administrative$167,639
Employer contributions to the Georgetown University plan · 2024
Employer contribution per active participant$10,786
Median for plans this size$5,259
2024$10,786 per active participant
2023$10,030 per active participant
2022$9,216 per active participant

Georgetown University's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
TIAA · Recordkeeping · Pension consulting$397
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$94,171
K&L GATES · Legal$39,520
COHNREZNICK LLP · Accounting / audit$32,210

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$167,639 · 0.01%
2023$122,627 · 0.01%
2022$119,433 · 0.01%
All plans at this employer2
GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN403(b)
GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
Same employer
Similar plansEducational Services · District of Columbia
Northeastern University MA$2.6B · 0.01%
Vanderbilt University TN$2.5B · 0.03%
Princeton University NJ$2.4B · 0.01%
University of Miami FL$2.1B · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 530196603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.