Historical Society of Pennsylvania403(b)

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

Historical Society of Pennsylvania reported $8,638 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,939 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 0.04% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,749th of 3,651), and 2,157th of 3,341 in other services. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has shrunk from 30 to 27 since 2022.