Plan Ledger DOL Form 5500 · updated monthly

St. Xavier High School, Inc.403(b)

ST. XAVIER HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

St. Xavier High School, Inc. reported $65,125 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $5,648 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 rose from 0.05% to 0.10%. 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 517th-largest of 3,295 plans among Ohio employers on file, and the 748th of 3,091 in educational services. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,956,516
Participants with balances290
Active participants213
Employer contributions$1,203,098
Employee contributions$1,726,134
Employer contribution per active participant$5,648
Average account balance$227,436
Benefits paid to participants$4,403,698
Plan auditUnmodified (clean) audit opinion
AuditorCLARK, SCHAEFER, AND HACKETT
Plan history3
Yearassets · accounts · employer contribution
2024$66.0M · 290 accts · $1.2M emplr
2023$59.4M · 287 accts · $1.2M emplr
2022$53.1M · 286 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,769
Investment management$30,606
Audit (IQPA)$18,750
Total administrative$65,125
Employer contributions to the St. Xavier High School, Inc. plan · 2024
Employer contribution per active participant$5,648
Median for plans this size$3,635
2024$5,648 per active participant
2023$5,553 per active participant
2022$5,391 per active participant

St. Xavier High School, Inc.'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 · 20244
MORGAN STANLEY · Investment advisory (plan)$25,000
CLARK SCHAEFER HACKETT & CO · Accounting / audit$18,750
EMPOWER ADVISORY GROUP, LLC · Investment management$5,606

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

Administrative cost history3
2024$65,125 · 0.10%
2023$46,096 · 0.08%
2022$25,362 · 0.05%
Same employer
Similar plansEducational Services · Ohio
The Columbus Academy OH$86.8M · 0.03%
Marietta College OH$81.8M · 0.08%
University School OH$77.8M · 0.04%
Mount St. Joseph University OH$67.6M · 0.08%
The Seven Hills School OH$64.9M · 0.08%
Hiram College OH$63.4M · 0.10%
Walsh University, Inc. OH$60.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310537511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.