Plan Ledger DOL Form 5500 · updated monthly

Hamilton College403(b)

HAMILTON COLLEGE 403(B) RETIREMENT PLAN · CLINTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hamilton College reported $172,297 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $8,409 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 has held roughly steady near 0.051%. 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 306th-largest of 5,648 plans among New York employers on file, and the 162nd of 3,091 in educational services. In 2024, the employer put in $1.41 for every $1.00 employees contributed themselves; active participation has grown from 700 to 772 since 2022.

Plan summary
Net assets, end of year$351,758,589
Participants with balances1,863
Active participants772
Employer contributions$6,491,381
Employee contributions$4,616,575
Employer contribution per active participant$8,409
Average account balance$188,813
Benefits paid to participants$24,849,388
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$351.8M · 1,863 accts · $6.5M emplr
2023$329.5M · 1,815 accts · $6.1M emplr
2022$289.7M · 1,785 accts · $5.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$172,297
Total administrative$172,297
Employer contributions to the Hamilton College plan · 2024
Employer contribution per active participant$8,409
Median for plans this size$4,294
2024$8,409 per active participant
2023$8,178 per active participant
2022$8,021 per active participant

Hamilton College's 2024 employer contribution ran above the $4,294 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 · 20243
TIAA · Plan administrator$93,327
CAPFINANCIAL PARTNERS, LLC · Consulting$63,000
BONADIO & CO., LLP · Accounting / audit$15,000

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$172,297 · 0.05%
2023$155,523 · 0.05%
2022$161,936 · 0.05%
Same employer
Similar plansEducational Services · New York
Union College NY$407.4M · 0.03%
Clarkson University NY$372.7M · 0.05%
Skidmore College NY$368.4M · 0.04%
St. Lawrence University NY$345.6M · 0.05%
Marist College NY$341.9M · 0.10%
Manhattan College NY$291.1M · 0.05%
Iona University NY$268.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150532200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.