Plan Ledger DOL Form 5500 · updated monthly

Lawrenceville School403(b)

LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · LAWRENCEVILLE, NJ · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

Lawrenceville School reported $71,147 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,010 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 rose from 0.03% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 235th-largest of 2,419 plans among New Jersey employers on file, and the 301st of 3,091 in educational services. In 2025, the employer put in $1.54 for every $1.00 employees contributed themselves; active participation has grown from 412 to 588 since 2022.

Plan summary
Net assets, end of year$184,863,097
Participants with balances887
Active participants588
Employer contributions$3,533,706
Employee contributions$2,298,478
Employer contribution per active participant$6,010
Average account balance$208,414
Benefits paid to participants$15,764,219
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$184.9M · 887 accts · $3.5M emplr
2024$168.5M · 875 accts · $4.0M emplr
2023$158.5M · 866 accts · $3.8M emplr
2022$142.1M · 830 accts · $3.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$68,495
Investment management$2,652
Total administrative$71,147
Employer contributions to the Lawrenceville School plan · 2025
Employer contribution per active participant$6,010
Median for plans this size$4,093
2025$6,010 per active participant
2024$6,439 per active participant
2023$6,656 per active participant
2022$8,245 per active participant

Lawrenceville School's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA$71,147

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$71,147 · 0.04%
2024$60,525 · 0.04%
2023$53,369 · 0.04%
2022$44,837 · 0.03%
Same employer
Similar plansEducational Services · New Jersey
Monmouth University, Inc. NJ$359.0M · 0.08%
Rider University NJ$325.3M · 0.07%
Drew University NJ$230.5M · 0.04%
Princeton Day School NJ$112.2M · 0.06%
Berkeley College NJ$108.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210634503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.