Plan Ledger DOL Form 5500 · updated monthly

Zoo Atlanta403(b)

ZOO ATLANTA RETIREMENT SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Zoo Atlanta reported $32,332 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $707 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 0.40% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Georgia (1,114th of 2,160), and the 596th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.26 for every $1.00 the employer contributed; active participation has grown from 288 to 320 since 2022.

Plan summary
Net assets, end of year$12,382,145
Participants with balances224
Active participants320
Employer contributions$226,268
Employee contributions$737,719
Employer contribution per active participant$707
Average account balance$55,277
Benefits paid to participants$380,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 224 accts · $226K emplr
2023$10.4M · 220 accts · $208K emplr
2022$9.3M · 223 accts · $184K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,802
Investment management$2,530
Total administrative$32,332
Employer contributions to the Zoo Atlanta plan · 2024
Employer contribution per active participant$707
Median for plans this size$2,416
2024$707 per active participant
2023$661 per active participant
2022$640 per active participant

Zoo Atlanta'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
EMPOWER ADVISORY GROUP, LLC · Investment management$2,530

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$32,332 · 0.28%
2023$41,460 · 0.42%
2022$39,325 · 0.40%
Same employer
Similar plansArts, Entertainment & Recreation · Georgia
The Recreational Group LLC GA$16.6M · 0.54%
Capital City Club GA$16.1M · 0.02%
Cooper Holdings, Inc. GA$14.8M · 0.06%
Cf Foundation, Inc. GA$13.7M · 0.17%
The Landings Club, Inc. GA$10.8M · 0.58%
Atlanta Athletic Club GA$10.6M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581655184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.