Plan Ledger DOL Form 5500 · updated monthly

University of Notre Dame du Lac403(b)

UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN · NOTRE DAME, IN · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

University of Notre Dame du Lac reported $471,044 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,411 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 0.020% to 0.019%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 6th-largest of 1,562 plans among Indiana employers on file, and the 23rd of 3,091 in educational services. In 2024, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,605,435,129
Participants with balances9,749
Active participants10,081
Employer contributions$54,550,665
Employee contributions$57,044,995
Employer contribution per active participant$5,411
Average account balance$267,252
Benefits paid to participants$181,387,331
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6B · 9,749 accts · $54.6M emplr
2023$2.4B · 10,164 accts · $50.4M emplr
2022$2.1B · 9,671 accts · $45.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$340,634
Total administrative$471,044
Employer contributions to the University of Notre Dame du Lac plan · 2024
Employer contribution per active participant$5,411
Median for plans this size$5,259
2024$5,411 per active participant
2023$4,618 per active participant
2022$4,523 per active participant

University of Notre Dame du Lac's 2024 employer contribution ran above the $5,259 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 · 20242
FID INV INST OPS CO · Accounting / audit · Recordkeeping$340,634
AON INVESTMENTS USA INC. · Consulting$130,410

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$471,044 · 0.02%
2023$459,824 · 0.02%
2022$452,671 · 0.02%
Same employer
Similar plansEducational Services · Indiana
Northeastern University MA$2.6B · 0.01%
Vanderbilt University TN$2.5B · 0.03%
Georgetown University DC$2.5B · 0.01%
Princeton University NJ$2.4B · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350868188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.