Plan Ledger DOL Form 5500 · updated monthly

Exagen Inc.401(k)

EXAGEN INC. 401(K) PLAN · VISTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Exagen Inc. reported $62,749 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $5,026 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 3 years on file its reported administrative ratio has held roughly steady near 0.45%. 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 4,505th-largest of 9,483 plans among California employers on file, and the 4,625th of 11,911 in health care & social assistance. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 191 to 216 since 2022.

Plan summary
Net assets, end of year$14,276,714
Participants with balances281
Active participants216
Employer contributions$1,085,612
Employee contributions$1,751,874
Employer contribution per active participant$5,026
Average account balance$50,807
Benefits paid to participants$4,464,892
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 281 accts · $1.1M emplr
2023$13.5M · 282 accts · $893K emplr
2022$11.3M · 314 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,749
Total administrative$62,749
The Exagen Inc. 401(k) match · 2024
Employer contribution per active participant$5,026
Median for plans this size$2,416
2024$5,026 per active participant
2023$5,160 per active participant
2022$5,477 per active participant

Exagen Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
CREATIVE PLANNING · Investment advisory (plan)$34,208
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$21,004
ASCENSUS · Contract administrator · Other services$7,530

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$62,749 · 0.45%
2023$60,323 · 0.49%
2022$53,634 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · California
Emanate Health Mso CA$14.6M · 0.32%
Autism Learning Partners CA$14.3M · 1.79%
Mindful Health Solutions CA$14.2M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200434866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.