Plan Ledger DOL Form 5500 · updated monthly

Axogen Corporation401(k)

AXOGEN CORPORATION 401(K) PLAN · ALACHUA, FL · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Axogen Corporation reported $140,565 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,632 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 0.36% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 672nd-largest of 3,644 plans among Florida employers on file, and the 3,474th of 11,654 in professional & technical services. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 386 to 448 since 2022.

Plan summary
Net assets, end of year$37,597,473
Participants with balances516
Active participants448
Employer contributions$1,627,117
Employee contributions$3,912,050
Employer contribution per active participant$3,632
Average account balance$72,863
Benefits paid to participants$4,268,032
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$37.6M · 516 accts · $1.6M emplr
2023$30.5M · 482 accts · $1.5M emplr
2022$24.6M · 508 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,051
Investment management$34,469
Audit (IQPA)$24,045
Total administrative$140,565
The Axogen Corporation 401(k) match · 2024
Employer contribution per active participant$3,632
Median for plans this size$2,416
2024$3,632 per active participant
2023$3,551 per active participant
2022$3,654 per active participant

Axogen Corporation's 2024 employer contribution ran above the $2,416 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 · 20245
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$29,974
EISNERAMPER LLP · Accounting / audit$24,045
RJL PENSION SERVICES INC · Contract administrator$18,841
EMPOWER ADVISORY GROUP, LLC · Investment management$4,494

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$140,565 · 0.41%
2023$167,511 · 0.61%
2022$91,086 · 0.36%
Same employer
Similar plansProfessional & Technical Services · Florida
Conroy Simberg, P.A. FL$39.9M · 0.08%
Outcomes One, Inc FL$39.8M · 0.33%
Scribe Opco., Inc. FL$39.1M · 0.30%
Integra Connect Newco, LLC FL$38.4M · 0.21%
Bush Ross, P.A. FL$37.4M · 0.01%
Miles Partnership LLC FL$37.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550805988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.