Plan Ledger DOL Form 5500 · updated monthly

Susquehanna University403(b)

SUSQUEHANNA UNIVERSITY RETIREMENT PLAN · SELINSGROVE, PA · plan year 2025

Reported admin expense ratio · 2025
0.08%

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

Susquehanna University reported $127,010 in plan administrative expenses for 2025: 0.08% of average plan assets, below the peer median. Employer contributions averaged $4,583 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 fell from 0.081% to 0.076%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 318th-largest of 3,651 plans among Pennsylvania employers on file, and the 321st of 3,091 in educational services. In 2025, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$174,689,648
Participants with balances1,102
Active participants544
Employer contributions$2,492,934
Employee contributions$2,480,664
Employer contribution per active participant$4,583
Average account balance$158,521
Benefits paid to participants$11,482,899
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$174.7M · 1,102 accts · $2.5M emplr
2024$158.6M · 1,086 accts · $2.4M emplr
2023$145.8M · 1,101 accts · $2.4M emplr
2022$132.2M · 1,118 accts · $2.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$59,002
Investment management$68,008
Total administrative$127,010
Employer contributions to the Susquehanna University plan · 2025
Employer contribution per active participant$4,583
Median for plans this size$4,093
2025$4,583 per active participant
2024$4,685 per active participant
2023$4,910 per active participant
2022$4,565 per active participant

Susquehanna University's 2025 employer contribution ran above the $4,093 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 · 20252
TIAA · Recordkeeping · Pension consulting$59,002
CORNERSTONE ADVISORS ASSET MGMT. · Investment management$67,995

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

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$127,010 · 0.08%
2024$144,777 · 0.10%
2023$132,970 · 0.10%
2022$116,514 · 0.08%
Same employer
Similar plansEducational Services · Pennsylvania
Gettysburg College PA$179.7M · 0.11%
Muhlenberg College PA$176.5M · 0.08%
Messiah University PA$176.4M · 0.24%
Gannon University PA$175.3M · 0.04%
Law School Admission Council PA$171.6M · 0.04%
Arcadia University PA$170.9M · 0.00%
Elizabethtown College PA$154.0M · 0.09%
University of Scranton PA$153.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231353385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.