Plan Ledger DOL Form 5500 · updated monthly

Excelerate Energy LP401(k)

EXCELERATE ENERGY RETIREMENT INCOME PLAN · THE WOODLANDS, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Excelerate Energy LP reported $4,213 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,096 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,965th-largest of 5,688 plans among Texas employers on file, and the 719th of 2,677 in transportation & warehousing. In 2024, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,864,459
Participants with balances176
Active participants138
Employer contributions$565,211
Employee contributions$1,714,350
Employer contribution per active participant$4,096
Average account balance$118,548
Benefits paid to participants$2,633,956
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 176 accts · $565K emplr
2023$17.9M · 187 accts · $893K emplr
2022$14.1M · 181 accts · $733K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,213
Total administrative$4,213
The Excelerate Energy LP 401(k) match · 2024
Employer contribution per active participant$4,096
Median for plans this size$2,416
2024$4,096 per active participant
2023$6,568 per active participant
2022$5,819 per active participant

Excelerate Energy LP'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,032
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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$4,213 · 0.02%
2023$8,882 · 0.06%
2022$1,740 · 0.01%
Similar plansTransportation & Warehousing · Texas
W&B Service Company, L.P. TX$22.8M · 0.49%
Alan Ritchey, Inc. TX$21.7M · 0.26%
Signet Maritime Corporation TX$20.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881792778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.