Plan Ledger DOL Form 5500 · updated monthly

Marist High School401(k)

MARIST HIGH SCHOOL 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Marist High School reported $57,513 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,040 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 fell from 0.31% to 0.24%. 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 1,490th-largest of 3,702 plans among Illinois employers on file, and the 1,428th of 3,091 in educational services. In 2024, employees put in $3.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,890,484
Participants with balances190
Active participants282
Employer contributions$293,212
Employee contributions$979,418
Employer contribution per active participant$1,040
Average account balance$131,003
Benefits paid to participants$1,927,720
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 190 accts · $293K emplr
2023$22.4M · 189 accts · $274K emplr
2022$19.7M · 194 accts · $272K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,310
Total administrative$57,513
The Marist High School 401(k) match · 2024
Employer contribution per active participant$1,040
Median for plans this size$2,416
2024$1,040 per active participant
2023$993 per active participant
2022$941 per active participant

Marist High School'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 · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$22,310

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$57,513 · 0.24%
2023$42,745 · 0.20%
2022$65,746 · 0.31%
Similar plansEducational Services · Illinois
Lewis University IL$26.8M · 0.28%
American Nuclear Society IL$26.7M · 0.00%
Acero Schools IL$25.3M · 0.46%
Elim Christian Services IL$22.7M · 0.69%
Avery Coonley School IL$20.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362516871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.