Plan Ledger DOL Form 5500 · updated monthly

Lululemon Athletica Inc.401(k)

LULULEMON SAVINGS PLAN · WILMINGTON, DE · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Lululemon Athletica Inc. reported $607,503 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $822 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 fell from 0.43% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 24th-largest of 242 plans among Delaware employers on file, and the 204th of 5,215 in retail trade. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$218,383,929
Participants with balances8,852
Active participants16,468
Employer contributions$13,542,061
Employee contributions$28,130,563
Employer contribution per active participant$822
Average account balance$24,671
Benefits paid to participants$21,003,248
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$218.4M · 8,852 accts · $13.5M emplr
2023$167.5M · 8,158 accts · $12.9M emplr
2022$110.6M · 7,039 accts · $8.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$607,503
Total administrative$607,503
The Lululemon Athletica Inc. 401(k) match · 2024
Employer contribution per active participant$822
Median for plans this size$3,635
2024$822 per active participant
2023$759 per active participant
2022$535 per active participant

Lululemon Athletica Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$496,629
VANGUARD ADVISERS INC. · Investment advisory (participants)$110,874

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$607,503 · 0.31%
2023$506,224 · 0.36%
2022$471,844 · 0.43%
Similar plansRetail Trade · Delaware
Guitar Center, Inc. CA$215.9M · 0.04%
Garff Enterprises, Inc. UT$212.7M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203842867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.