Plan Ledger DOL Form 5500 · updated monthly

Marquette University High School401(k)

MARQUETTE UNIVERSITY HIGH SCHOOL 401(K) PLAN · MILWAUKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Marquette University High School reported $4,237 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,253 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 558th-largest of 1,936 plans among Wisconsin employers on file, and the 627th of 3,341 in other services. In 2023, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,581,653
Participants with balances172
Active participants140
Employer contributions$595,416
Employee contributions$677,669
Employer contribution per active participant$4,253
Average account balance$201,056
Benefits paid to participants$4,898,817
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.4M · 180 accts · $631K emplr
2023$34.6M · 172 accts · $595K emplr
2022$33.3M · 178 accts · $599K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,237
Total administrative$4,237
The Marquette University High School 401(k) match · 2023
Employer contribution per active participant$4,253
Median for plans this size$2,440
2024$4,325 per active participant
2023$4,253 per active participant
2022$4,507 per active participant

Marquette University High School's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$4,049 · 0.01%
2023$4,237 · 0.01%
2022$587 · 0.00%
Similar plansOther Services · Wisconsin
Itu Absorbtech, Inc WI$49.3M · 0.03%
Ablelight Inc. WI$30.0M · 0.81%
Delta Defense, LLC WI$28.5M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390806826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.