Plan Ledger DOL Form 5500 · updated monthly

University of Portland403(b)

UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY · PORTLAND, OR · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

University of Portland reported $140,285 in plan administrative expenses for 2025: 0.05% of average plan assets, below the peer median. Employer contributions averaged $1,451 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 rose from 0.03% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other educational services employers. By assets it is the 37th-largest of 1,021 plans among Oregon employers on file, and the 204th of 3,091 in educational services. In 2025, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$280,048,605
Participants with balances1,550
Active participants821
Employer contributions$1,190,935
Employee contributions$2,144,125
Employer contribution per active participant$1,451
Average account balance$180,677
Benefits paid to participants$14,112,816
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$280.0M · 1,550 accts · $1.2M emplr
2024$262.6M · 1,479 accts · $2.4M emplr
2023$247.5M · 1,502 accts · $2.3M emplr
2022$223.3M · 1,550 accts · $3.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$140,285
Total administrative$140,285
Employer contributions to the University of Portland plan · 2025
Employer contribution per active participant$1,451
Median for plans this size$4,295
2025$1,451 per active participant
2024$3,003 per active participant
2023$2,932 per active participant
2022$4,128 per active participant

University of Portland's 2025 employer contribution ran below the $4,295 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
TIAA$91,575
MULTNOMAH GROUP, INC. · Investment advisory (plan)$36,405
MOSS ADAMS · Accounting / audit$6,700
PENTEGRA SERVICES, INC.$6,205

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

Administrative cost history4
2025$140,285 · 0.05%
2024$187,143 · 0.07%
2023$150,776 · 0.06%
2022$63,609 · 0.03%
Same employer
Similar plansEducational Services · Oregon
Lewis & Clark College OR$337.2M · 0.04%
Cable One, Inc. AZ$284.7M · 0.13%
Bowdoin College ME$276.9M · 0.01%
Macalester College MN$273.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930401259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.