Plan Ledger DOL Form 5500 · updated monthly

Haverford College403(b)

HAVERFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · HAVERFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Haverford College reported $32,056 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,208 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 0.02% to 0.01%. 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 231st-largest of 3,651 plans among Pennsylvania employers on file, and the 218th of 3,091 in educational services. In 2024, the employer put in $1.42 for every $1.00 employees contributed themselves; active participation has grown from 600 to 1,160 since 2022.

Plan summary
Net assets, end of year$260,017,474
Participants with balances1,286
Active participants1,160
Employer contributions$4,881,514
Employee contributions$3,437,872
Employer contribution per active participant$4,208
Average account balance$202,191
Benefits paid to participants$27,173,188
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$260.0M · 1,286 accts · $4.9M emplr
2023$247.2M · 1,323 accts · $4.4M emplr
2022$223.1M · 1,590 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,056
Total administrative$32,056
Employer contributions to the Haverford College plan · 2024
Employer contribution per active participant$4,208
Median for plans this size$4,294
2024$4,208 per active participant
2023$9,037 per active participant
2022$6,826 per active participant

Haverford College's 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,056

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$32,056 · 0.01%
2023$42,617 · 0.02%
2022$40,861 · 0.02%
Same employer
Similar plansEducational Services · Pennsylvania
Swarthmore College PA$462.5M · 0.02%
Widener University PA$424.8M · 0.02%
Bryn Mawr College PA$329.3M · 0.07%
La Salle University PA$228.8M · 0.05%
Wilkes University PA$223.6M · 0.03%
Seg Inc. PA$217.0M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 236002304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.