Plan Ledger DOL Form 5500 · updated monthly

Knoxville Zoological Gardens, Inc.401(k)

KNOXVILLE ZOOLOGICAL GARDENS, INC. 401(K) PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Knoxville Zoological Gardens, Inc. reported $27,121 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,523 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 0.49% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Tennessee (1,097th of 1,496), and 2,360th of 3,341 in other services. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,676,468
Participants with balances169
Active participants153
Employer contributions$232,991
Employee contributions$492,061
Employer contribution per active participant$1,523
Average account balance$27,671
Benefits paid to participants$294,070
Plan auditUnmodified (clean) audit opinion
AuditorPUGH & CO, PC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 169 accts · $233K emplr
2023$3.6M · 138 accts · $180K emplr
2022$2.6M · 132 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,736
Investment management$10,311
Total administrative$27,121
The Knoxville Zoological Gardens, Inc. 401(k) match · 2024
Employer contribution per active participant$1,523
Median for plans this size$1,313
2024$1,523 per active participant
2023$1,061 per active participant
2022$886 per active participant

Knoxville Zoological Gardens, Inc.'s 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$27,121 · 0.66%
2023$20,088 · 0.65%
2022$13,328 · 0.49%
Same employer
Similar plansOther Services · Tennessee
The Memphis Country Club TN$6.6M · 0.07%
Fellowship Bible Church TN$3.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621034633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.