Plan Ledger DOL Form 5500 · updated monthly

Presbyterian School403(b)

PRESBYTERIAN SCHOOL 403(B) PLAN · HOUSTON, TX · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Presbyterian School reported $64,872 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,311 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 0.16% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 1,673rd-largest of 5,688 plans among Texas employers on file, and the 1,380th of 3,091 in educational services. In 2025, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 152 to 173 since 2022.

Plan summary
Net assets, end of year$26,707,771
Participants with balances233
Active participants173
Employer contributions$572,765
Employee contributions$813,944
Employer contribution per active participant$3,311
Average account balance$114,626
Benefits paid to participants$590,971
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.7M · 233 accts · $573K emplr
2024$22.3M · 256 accts · $541K emplr
2023$18.9M · 245 accts · $495K emplr
2022$15.1M · 233 accts · $465K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$64,872
Total administrative$64,872
Employer contributions to the Presbyterian School plan · 2025
Employer contribution per active participant$3,311
Median for plans this size$2,666
2025$3,311 per active participant
2024$3,242 per active participant
2023$3,214 per active participant
2022$3,057 per active participant

Presbyterian School's 2025 employer contribution ran above the $2,666 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 · 20253
ASSUREDPARTNERS CAPITAL INC · Investment advisory (plan)$39,342
ALLIANCE BENEFIT GROUP OF HOUSTON · Contract administrator$500

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$64,872 · 0.26%
2024$33,661 · 0.16%
2023$27,939 · 0.16%
2022$25,484 · 0.16%
Same employer
Similar plansEducational Services · Texas
Watermark Insights, LLC TX$28.8M · 0.15%
The Lamplighter School TX$23.2M · 0.09%
The Oakridge School TX$23.1M · 0.00%
Sxsw LLC TX$23.1M · 0.43%
Imagination Station, Inc TX$21.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760282995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.