Orthopedic & Sports Institute of the Fox Valley Sc401(k)

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

Orthopedic & Sports Institute of the Fox Valley Sc reported $93,594 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $7,447 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 0.32% to 0.40%. 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 the 724th-largest of 1,936 plans among Wisconsin employers on file, and the 3,117th of 11,911 in health care & social assistance. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has shrunk from 94 to 75 since 2022.