H&R Block Management, LLC401(k)

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

H&R Block Management, LLC reported $1,136,925 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $1,014 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 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 30th-largest of 1,393 plans among Missouri employers on file, and the 178th of 11,654 in professional & technical services. In 2024, employees put in $2.98 for every $1.00 the employer contributed; active participation has grown from 12,879 to 22,188 since 2022.