Plan Ledger DOL Form 5500 · updated monthly

Lewis & Clark College403(b)

LEWIS & CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Lewis & Clark College reported $145,432 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $5,822 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 0.05% to 0.04%. 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 31st-largest of 1,021 plans among Oregon employers on file, and the 170th of 3,091 in educational services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$337,231,520
Participants with balances1,655
Active participants807
Employer contributions$4,698,165
Employee contributions$4,669,456
Employer contribution per active participant$5,822
Average account balance$203,765
Benefits paid to participants$26,077,090
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$337.2M · 1,655 accts · $4.7M emplr
2023$316.1M · 1,683 accts · $4.4M emplr
2022$279.7M · 1,675 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,776
Investment management$48,031
Audit (IQPA)$14,625
Total administrative$145,432
Employer contributions to the Lewis & Clark College plan · 2024
Employer contribution per active participant$5,822
Median for plans this size$4,294
2024$5,822 per active participant
2023$5,476 per active participant
2022$5,297 per active participant

Lewis & Clark College's 2024 employer contribution ran above 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 · 20243
TIAA · Recordkeeping · Investment advisory (plan)$82,776
MULTNOMAH GROUP INC · Consulting$48,031
BAKER TILLY US, LLP · Accounting / audit$14,625

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$145,432 · 0.04%
2023$124,956 · 0.04%
2022$155,964 · 0.05%
Same employer
Similar plansEducational Services · Oregon
Bryant University RI$343.6M · 0.02%
Marist College NY$341.9M · 0.10%
Quinnipiac University CT$335.0M · 0.06%
The Urban Institute DC$329.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930386858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.