Plan Ledger DOL Form 5500 · updated monthly

Warren Wilson College, Inc.403(b)

WARREN WILSON COLLEGE 403(B) DC PLAN · ASHEVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Warren Wilson College, Inc. reported $69,648 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $569 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 0.12% to 0.17%. 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 433rd-largest of 2,005 plans among North Carolina employers on file, and the 1,045th of 3,091 in educational services. In 2024, employees put in $5.33 for every $1.00 the employer contributed; active participation has shrunk from 222 to 198 since 2022.

Plan summary
Net assets, end of year$41,858,549
Participants with balances632
Active participants198
Employer contributions$112,719
Employee contributions$600,607
Employer contribution per active participant$569
Average account balance$66,232
Benefits paid to participants$4,523,169
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.9M · 632 accts · $113K emplr
2023$41.3M · 641 accts · $128K emplr
2022$38.3M · 640 accts · $123K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,215
Investment management$11,433
Total administrative$69,648
Employer contributions to the Warren Wilson College, Inc. plan · 2024
Employer contribution per active participant$569
Median for plans this size$2,416
2024$569 per active participant
2023$549 per active participant
2022$553 per active participant

Warren Wilson College, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TIAA · Recordkeeping$17,815
CAPITAL ASSET ADVISORY SVCS · Investment advisory (plan)$33,085
FLEXPATH STRATEGIES · Plan administrator$11,391
CHERRY BEKAERT LLP · Accounting / audit$7,306

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$69,648 · 0.17%
2023$53,136 · 0.13%
2022$50,866 · 0.12%
Same employer
Similar plansEducational Services · North Carolina
Ravenscroft School NC$57.3M · 0.04%
Catawba College NC$46.9M · 0.13%
Cary Academy NC$44.7M · 0.20%
Mars Hill University NC$41.2M · 0.35%
Johnson C Smith University NC$39.8M · 0.02%
Belmont Abbey College, Inc. NC$39.0M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 560767736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.