Plan Ledger DOL Form 5500 · updated monthly

The National Geographic Society401(k)

THE NATIONAL GEOGRAPHIC SOCIETY 401(K) RETIREMENT SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The National Geographic Society reported $18,316 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,224 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 0.008% to 0.012%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 68th-largest of 618 plans among District of Columbia employers on file, and the 231st of 2,199 in information & media. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has grown from 539 to 598 since 2022.

Plan summary
Net assets, end of year$162,306,348
Participants with balances1,193
Active participants598
Employer contributions$2,525,691
Employee contributions$7,113,858
Employer contribution per active participant$4,224
Average account balance$136,049
Benefits paid to participants$16,351,094
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$162.3M · 1,193 accts · $2.5M emplr
2023$150.4M · 1,228 accts · $2.3M emplr
2022$131.0M · 1,221 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,316
Total administrative$18,316
The The National Geographic Society 401(k) match · 2024
Employer contribution per active participant$4,224
Median for plans this size$3,635
2024$4,224 per active participant
2023$3,932 per active participant
2022$3,179 per active participant

The National Geographic Society's 2024 employer contribution ran above the $3,635 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.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,316

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$18,316 · 0.01%
2023$16,764 · 0.01%
2022$11,812 · 0.01%
All plans at this employer2
THE NATIONAL GEOGRAPHIC SOCIETY 403(B) RETIREMENT SAVINGS PLAN403(b)
THE NATIONAL GEOGRAPHIC SOCIETY 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
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National Public Radio, Inc. DC$425.8M · 0.10%
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Source: U.S. Department of Labor, Form 5500 series, EIN 530193519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.