Opportunities Inc of Jefferson Co Unty403(b)

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

Opportunities Inc of Jefferson Co Unty reported $46,519 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $837 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 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,247th of 1,936), and the 5,523rd of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 265 to 308 since 2022.