Plan Ledger DOL Form 5500 · updated monthly

The American University in Cairo403(b)

THE AMERICAN UNIVERSITY IN CAIRO CUSTODIAL RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The American University in Cairo reported $21,603 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,075 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 0.029% to 0.027%. 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 916th-largest of 5,648 plans among New York employers on file, and the 619th of 3,091 in educational services. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves; active participation has shrunk from 306 to 223 since 2022.

Plan summary
Net assets, end of year$84,494,908
Participants with balances591
Active participants223
Employer contributions$908,746
Employee contributions$785,474
Employer contribution per active participant$4,075
Average account balance$142,969
Benefits paid to participants$5,018,092
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.5M · 591 accts · $909K emplr
2023$77.9M · 613 accts · $948K emplr
2022$69.7M · 646 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,603
Total administrative$21,603
Employer contributions to the The American University in Cairo plan · 2024
Employer contribution per active participant$4,075
Median for plans this size$3,635
2024$4,075 per active participant
2023$3,223 per active participant
2022$3,438 per active participant

The American University in Cairo'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
VANGUARD FIDUCIARY TRUST COMPANY · Recordkeeping · Loan processing$21,603

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$21,603 · 0.03%
2023$28,965 · 0.04%
2022$21,917 · 0.03%
Similar plansEducational Services · New York
Tntp, Inc. NY$87.1M · 0.20%
The Windward School NY$87.0M · 0.04%
Allen-Stevenson School NY$79.5M · 0.07%
Lycee Francais de New York NY$79.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135647700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.