Plan Ledger DOL Form 5500 · updated monthly

St. John's School403(b)

ST. JOHN'S SCHOOL RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

St. John's School reported $53,966 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,301 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 516th-largest of 5,688 plans among Texas employers on file, and the 422nd of 3,091 in educational services. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$130,842,103
Participants with balances767
Active participants362
Employer contributions$1,556,811
Employee contributions$2,491,338
Employer contribution per active participant$4,301
Average account balance$170,589
Benefits paid to participants$14,631,475
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.8M · 767 accts · $1.6M emplr
2023$127.5M · 754 accts · $1.5M emplr
2022$115.7M · 730 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,966
Total administrative$53,966
Employer contributions to the St. John's School plan · 2024
Employer contribution per active participant$4,301
Median for plans this size$3,635
2024$4,301 per active participant
2023$3,071 per active participant
2022$4,182 per active participant

St. John's School's 2024 employer contribution ran above the $3,635 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 · 20241
TIAA · Recordkeeping · Pension consulting$53,967

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$53,966 · 0.04%
2023$66,518 · 0.05%
2022$54,184 · 0.05%
Similar plansEducational Services · Texas
Trinity University TX$376.0M · 0.06%
Cambium Learning Group, Inc. TX$302.0M · 0.06%
St. Mary's University TX$192.2M · 0.14%
Abilene Christian University TX$163.6M · 0.21%
Southwestern University TX$117.0M · 0.06%
Hockaday School Inc. TX$106.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741185668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.