Plan Ledger DOL Form 5500 · updated monthly

Kansas City University403(b)

KANSAS CITY UNIVERSITY RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Kansas City University reported $95,160 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,591 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 0.12% to 0.10%. 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 193rd-largest of 1,393 plans among Missouri employers on file, and the 549th of 3,091 in educational services. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves; active participation has grown from 390 to 537 since 2022.

Plan summary
Net assets, end of year$96,996,391
Participants with balances867
Active participants537
Employer contributions$4,076,586
Employee contributions$3,243,923
Employer contribution per active participant$7,591
Average account balance$111,876
Benefits paid to participants$6,278,588
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$97.0M · 867 accts · $4.1M emplr
2023$84.8M · 802 accts · $3.6M emplr
2022$72.3M · 758 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,160
Total administrative$95,160
Employer contributions to the Kansas City University plan · 2024
Employer contribution per active participant$7,591
Median for plans this size$3,635
2024$7,591 per active participant
2023$8,072 per active participant
2022$8,177 per active participant

Kansas City University's 2024 employer contribution ran above the $3,635 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 · 20242
TIAA · Recordkeeping · Custodial (securities)$64,540

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$95,160 · 0.10%
2023$93,247 · 0.12%
2022$93,735 · 0.12%
Same employer
Similar plansEducational Services · Missouri
Webster University MO$232.6M · 0.10%
The Principia Corporation MO$130.1M · 0.01%
Rockhurst University MO$87.4M · 0.14%
Drury University MO$82.4M · 0.14%
Lindenwood University MO$80.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440545280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.