Plan Ledger DOL Form 5500 · updated monthly

Fox Factory, Inc.401(k)

FOX FACTORY, INC. 401(K) PROFIT SHARING PLAN · DULUTH, GA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Fox Factory, Inc. reported $387,928 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,250 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 0.37% to 0.51%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 324th-largest of 2,160 plans among Georgia employers on file, and the 2,166th of 13,661 in manufacturing. In 2024, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$83,798,587
Participants with balances3,182
Active participants2,924
Employer contributions$3,655,020
Employee contributions$10,798,871
Employer contribution per active participant$1,250
Average account balance$26,335
Benefits paid to participants$11,718,211
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$83.8M · 3,182 accts · $3.7M emplr
2023$69.5M · 3,578 accts · $3.2M emplr
2022$47.5M · 3,331 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$218,801
Investment management$150,127
Audit (IQPA)$19,000
Total administrative$387,928
The Fox Factory, Inc. 401(k) match · 2024
Employer contribution per active participant$1,250
Median for plans this size$3,635
2024$1,250 per active participant
2023$961 per active participant
2022$906 per active participant

Fox Factory, Inc.'s 2024 employer contribution ran below the $3,635 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
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$101,732
SAGEVIEW ADVISORY GROUP, LLC · Investment management$48,395
WINDHAM BRANNON LLC · Accounting / audit$19,000

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$387,928 · 0.51%
2023$240,136 · 0.41%
2022$178,372 · 0.37%
Same employer
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Suzanna's Kitchen, Inc. GA$86.2M · 0.56%
Kamin LLC GA$85.8M · 0.11%
Kapsch Trafficcom USA, Inc. GA$84.8M · 0.33%
C.K.S. Packaging, Inc. GA$84.4M · 0.12%
Bakelite LLC GA$81.2M · 0.21%
Ais Holding Company LLC GA$80.9M · 0.19%
Ykk Ap America Inc. GA$80.5M · 0.17%
Ksb Giw, Inc. GA$75.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942472535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.