Plan Ledger DOL Form 5500 · updated monthly

The New Hampton School403(b)

NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN · NEW HAMPTON, NH · 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 New Hampton School reported $6,499 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,109 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 168th-largest of 411 plans among New Hampshire employers on file, and the 1,543rd of 3,091 in educational services. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has shrunk from 197 to 156 since 2022.

Plan summary
Net assets, end of year$21,680,138
Participants with balances388
Active participants156
Employer contributions$484,947
Employee contributions$689,391
Employer contribution per active participant$3,109
Average account balance$55,877
Benefits paid to participants$1,655,171
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 388 accts · $485K emplr
2023$19.7M · 375 accts · $468K emplr
2022$16.9M · 382 accts · $443K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,499
Total administrative$6,499
Employer contributions to the The New Hampton School plan · 2024
Employer contribution per active participant$3,109
Median for plans this size$2,416
2024$3,109 per active participant
2023$2,692 per active participant
2022$2,246 per active participant

The New Hampton School's 2024 employer contribution ran above the $2,416 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
TIAA · Recordkeeping$6,499

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$6,499 · 0.03%
2023$4,078 · 0.02%
2022$3,512 · 0.02%
Same employer
Similar plansEducational Services · New Hampshire
Cardigan Mountain School NH$27.1M · 0.32%
Coe-Brown Northwood Academy NH$24.9M · 0.00%
Proctor Academy NH$22.3M · 0.38%
Dublin School NH$11.1M · 0.37%
Becket Academy NH$9.8M · 0.07%
Mount Prospect Academy NH$9.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020223634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.