Plan Ledger DOL Form 5500 · updated monthly

Chargebee, Inc.401(k)

CHARGEBEE 401(K) PLAN · WALNUT, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Chargebee, Inc. reported $8,772 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,920 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 0.09% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,533rd of 9,483), and 1,527th of 2,199 in information & media. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has shrunk from 156 to 137 since 2022.

Plan summary
Net assets, end of year$9,736,393
Participants with balances224
Active participants137
Employer contributions$948,058
Employee contributions$1,792,367
Employer contribution per active participant$6,920
Average account balance$43,466
Benefits paid to participants$2,107,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 224 accts · $948K emplr
2023$7.8M · 206 accts · $932K emplr
2022$5.8M · 243 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$272
Total administrative$8,772
The Chargebee, Inc. 401(k) match · 2024
Employer contribution per active participant$6,920
Median for plans this size$1,313
2024$6,920 per active participant
2023$8,247 per active participant
2022$6,725 per active participant

Chargebee, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241

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$8,772 · 0.10%
2023$8,359 · 0.12%
2022$4,137 · 0.09%
Same employer
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Splashtop Inc. CA$10.0M · 0.02%
Courthouse News Service CA$10.0M · 0.68%
Aaa Abc Acquisition, LLC CA$9.9M · 0.39%
Verana Health, Inc. CA$9.9M · 0.32%
Abacus Data Systems,Inc. CA$9.7M · 0.21%
Fuse LLC CA$9.7M · 0.31%
Monte Carlo Data CA$9.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990362987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.