Monticello Bankshares, Inc.401(k)

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

Monticello Bankshares, Inc. reported $2,833 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,117 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 0.019%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 353rd-largest of 871 plans among Kentucky employers on file, and 485th of 786 in management of companies. In 2024, employees put in $1.82 for every $1.00 the employer contributed.