Plan Ledger DOL Form 5500 · updated monthly

Princeton UniversityDC plan

PRINCETON UNIVERSITY RETIREMENT PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Princeton University reported $266,986 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,430 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 0.013% to 0.012%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 25th-largest of 2,419 plans among New Jersey employers on file, and the 27th of 3,091 in educational services.

Plan summary
Net assets, end of year$2,402,818,313
Participants with balances17,588
Active participants8,608
Employer contributions$89,781,519
Employee contributions—
Employer contribution per active participant$10,430
Average account balance$136,617
Benefits paid to participants$83,668,277
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4B · 17,588 accts · $89.8M emplr
2023$2.1B · 17,122 accts · $84.0M emplr
2022$1.8B · 16,508 accts · $75.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,240
Investment management$221,746
Total administrative$266,986
Employer contributions to the Princeton University plan · 2024
Employer contribution per active participant$10,430
Median for plans this size$5,259
2024$10,430 per active participant
2023$9,329 per active participant
2022$8,893 per active participant

Princeton University's 2024 employer contribution ran above the $5,259 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 · Pension consulting$45,240
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants) · Investment advisory (plan)$221,746

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$266,986 · 0.01%
2023$625,467 · 0.03%
2022$262,869 · 0.01%
All plans at this employer2
PRINCETON UNIVERSITY RETIREMENT PLANDefined-contribution plan
PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN403(b)
Same employer
Similar plansEducational Services · New Jersey
Vanderbilt University TN$2.5B · 0.03%
Georgetown University DC$2.5B · 0.01%
University of Miami FL$2.1B · 0.07%
Drexel University PA$1.8B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210634501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.