Plan Ledger DOL Form 5500 · updated monthly

Stetson University403(b)

STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN · DELAND, FL · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Stetson University reported $184,566 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $6,881 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 has held roughly steady near 0.073%. 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 143rd-largest of 3,644 plans among Florida employers on file, and the 214th of 3,091 in educational services. In 2024, the employer put in $1.72 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$262,277,927
Participants with balances2,228
Active participants789
Employer contributions$5,428,866
Employee contributions$3,148,336
Employer contribution per active participant$6,881
Average account balance$117,719
Benefits paid to participants$16,958,665
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$262.3M · 2,228 accts · $5.4M emplr
2023$241.5M · 2,219 accts · $5.2M emplr
2022$214.1M · 2,155 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,342
Investment management$18,250
Audit (IQPA)$24
Trustee / custodial$31,950
Total administrative$184,566
Employer contributions to the Stetson University plan · 2024
Employer contribution per active participant$6,881
Median for plans this size$4,294
2024$6,881 per active participant
2023$5,878 per active participant
2022$6,542 per active participant

Stetson University'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 · 20245
TIAA · Recordkeeping · Pension consulting$134,342
MARINER INSTITUTIONAL LLC · Investment advisory (plan)$22,500
MSL, P.A. · Accounting / audit$18,250
ANDCO CONSULTING, LLC · Investment management$9,450

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$184,566 · 0.07%
2023$165,865 · 0.07%
2022$168,474 · 0.07%
Same employer
Similar plansEducational Services · Florida
University of Miami FL$2.1B · 0.07%
Anthology Inc. FL$270.1M · 0.09%
The University of Tampa FL$226.8M · 0.06%
Rollins College FL$218.4M · 0.19%
Laureate Education, Inc. FL$173.5M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 590624416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.