Plan Ledger DOL Form 5500 · updated monthly

The Hun School of Princeton403(b)

THE HUN SCHOOL OF PRINCETON RETIREMENT PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

The Hun School of Princeton reported $48,978 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $6,918 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 0.03% to 0.08%. 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 496th-largest of 2,419 plans among New Jersey employers on file, and the 780th of 3,091 in educational services. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,756,488
Participants with balances432
Active participants177
Employer contributions$1,224,440
Employee contributions$1,341,393
Employer contribution per active participant$6,918
Average account balance$145,270
Benefits paid to participants$3,973,700
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.8M · 432 accts · $1.2M emplr
2023$58.1M · 435 accts · $1.2M emplr
2022$54.4M · 433 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$522
Investment management$48,456
Total administrative$48,978
Employer contributions to the The Hun School of Princeton plan · 2024
Employer contribution per active participant$6,918
Median for plans this size$3,635
2024$6,918 per active participant
2023$6,711 per active participant
2022$6,617 per active participant

The Hun School of Princeton's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
TIAA · Recordkeeping · Pension consulting$522
NFP RETIREMENT INC. · Investment advisory (plan) · Named fiduciary$28,086
FLEXPATH STRATEGIES, LLC · Investment management$20,370

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$48,978 · 0.08%
2023$47,467 · 0.08%
2022$14,787 · 0.03%
Same employer
Similar plansEducational Services · New Jersey
Georgian Court University NJ$74.3M · 0.08%
Kumon North America, Inc. NJ$69.3M · 0.02%
Rutgers Preparatory School NJ$61.7M · 0.10%
Newark Academy Trustees NJ$60.4M · 0.03%
Caldwell University NJ$58.1M · 0.00%
Bloomfield College NJ$56.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210639868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.