Plan Ledger DOL Form 5500 · updated monthly

Wesleyan University403(b)

WESLEYAN UNIVERSITY RETIREMENT PLAN · MIDDLETOWN, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Wesleyan University reported $180,248 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,094 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 has held roughly steady near 0.027%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 38th-largest of 1,106 plans among Connecticut employers on file, and the 70th of 3,091 in educational services. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has grown from 1,157 to 1,866 since 2022.

Plan summary
Net assets, end of year$688,145,628
Participants with balances2,604
Active participants1,866
Employer contributions$11,372,097
Employee contributions$9,892,999
Employer contribution per active participant$6,094
Average account balance$264,265
Benefits paid to participants$50,540,220
Plan auditDisclaimer of opinion
AuditorMP P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$688.1M · 2,604 accts · $11.4M emplr
2023$633.3M · 2,523 accts · $5.4M emplr
2022$607.3M · 2,308 accts · $11.1M emplr
Employer contributions to the Wesleyan University plan · 2024
Employer contribution per active participant$6,094
Median for plans this size$4,294
2024$6,094 per active participant
2023$3,171 per active participant
2022$9,601 per active participant

Wesleyan University's 2024 employer contribution ran above the $4,294 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
FIDELITY INVESTMENTS · Loan processing$83,117

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

Administrative cost history3
2024$180,248 · 0.03%
2023$77,461 · 0.01%
2022$151,161 · 0.03%
Same employer
Similar plansEducational Services · Connecticut
Yale University CT$8.3B · 0.03%
Yeshiva University NY$734.3M · 0.05%
New York Medical College NY$719.8M · 0.04%
Williams College MA$701.3M · 0.04%
Seton Hall University NJ$691.0M · 0.03%
University of Richmond VA$685.5M · 0.03%
Creighton University NE$684.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060646959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.